HBC Financial Services’s SPDR Gold Trust GLD Stock Holding History

HBC Financial Services’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$31K	Hold	131	–	–	0.02%	81
2024 Q3	$33K	Buy	131 +106	+424%	+$24.3K	0.02%	84
2024 Q2	$5K	Hold	25	–	–	﹤0.01%	120
2024 Q1	$5K	Hold	25	–	–	﹤0.01%	121
2023 Q4	$4K	Hold	25	–	–	﹤0.01%	123
2023 Q3	$4K	Hold	25	–	–	﹤0.01%	133
2023 Q2	$4K	Sell	25 -150	-86%	-$27.6K	﹤0.01%	128
2023 Q1	$32K	Hold	175	–	–	0.02%	91
2022 Q4	$30K	Hold	175	–	–	0.02%	77
2022 Q3	$27K	Buy	175 +150	+600%	+$24.1K	0.02%	75
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	140
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	135
2021 Q4	$4K	Sell	25 -30	-55%	-$5.04K	﹤0.01%	138
2021 Q3	$9K	Hold	55	–	–	0.01%	114
2021 Q2	$9K	Hold	55	–	–	0.01%	130
2021 Q1	$9.09K	Buy	+55	New	+$9.24K	0.01%	128

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HBC Financial Services's GLD Position: Q4 2024 in Review

HBC Financial Services held its SPDR Gold Trust (GLD) position steady in Q4 2024 at 131 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #81.

HBC Financial Services first reported a position in GLD in Q1 2021 and has held it in 16 quarters since. The position peaked at $33K in Q3 2024. 2,420 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

HBC Financial Services held 131 shares of SPDR Gold Trust worth $31K as of Q4 2024.
HBC Financial Services left its SPDR Gold Trust share count unchanged in Q4 2024.
SPDR Gold Trust made up 0.02% of HBC Financial Services's portfolio in Q4 2024, its #81 holding.
HBC Financial Services first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 16 quarters since.
HBC Financial Services's SPDR Gold Trust position peaked at $33K in Q3 2024.
2,420 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.