HFS
GLD icon

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

HL 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
2019
Q1 		$588K Buy
4,823
+320
+7% +$39.4K 0.01% 480
2018
Q4 		$546K Buy
4,503
+40
+0.9% +$4.65K 0.01% 467
2018
Q3 		$503K Sell
4,463
-22,058
-83% -$2.53M 0.01% 527
2018
Q2 		$3.15M Buy
26,521
+21,519
+430% +$2.66M 0.05% 215
2018
Q1 		$629K Buy
5,002
+218
+5% +$27.5K 0.01% 457
2017
Q4 		$592K Sell
4,784
-672
-12% -$81.5K 0.01% 399
2017
Q3 		$663K Buy
5,456
+828
+18% +$101K 0.01% 431
2017
Q2 		$546K Sell
4,628
-200
-4% -$23.9K 0.01% 451
2017
Q1 		$573K Buy
4,828
+894
+23% +$104K 0.01% 422
2016
Q4 		$431K Sell
3,934
-47,775
-92% -$5.55M 0.01% 484
2016
Q3 		$6.5M Buy
51,709
+45,837
+781% +$5.84M 0.15% 92
2016
Q2 		$743K Sell
5,872
-39,900
-87% -$4.8M 0.02% 373
2016
Q1 		$5.38M Buy
45,772
+37,115
+429% +$4.21M 0.13% 99
2015
Q4 		$878K Sell
8,657
-397
-4% -$42K 0.02% 334
2015
Q3 		$968K Sell
9,054
-1,698
-16% -$183K 0.03% 284
2015
Q2 		$1.21M Buy
10,752
+280
+3% +$32K 0.03% 263
2015
Q1 		$1.19M Sell
10,472
-135
-1% -$15.8K 0.03% 258
2014
Q4 		$1.21M Sell
10,607
-85
-0.8% -$9.81K 0.03% 235
2014
Q3 		$1.24M Sell
10,692
-18,089
-63% -$2.23M 0.04% 229
2014
Q2 		$3.69M Buy
28,781
+16,191
+129% +$2.01M 0.11% 124
2014
Q1 		$1.56M Sell
12,590
-2,115
-14% -$264K 0.05% 200
2013
Q4 		$1.71M Sell
14,705
-1,019
-6% -$125K 0.05% 200
2013
Q3 		$2.02M Sell
15,724
-391
-2% -$50.2K 0.07% 175
2013
Q2 		$1.92M Buy
+16,115
New +$2.21M 0.07% 167

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HL Financial Services's GLD Position: Q1 2019 in Review

HL Financial Services increased its SPDR Gold Trust (GLD) stake by 7.1% in Q1 2019, buying an estimated $39.4K and bringing the position to 4,823 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #480.

HL Financial Services first reported a position in GLD in Q2 2013 and has held it in 24 quarters since. The position peaked at $6.5M in Q3 2016. 1,089 funds tracked by Wall St. Rank hold GLD as of Q1 2019.

  • HL Financial Services held 4,823 shares of SPDR Gold Trust worth $588K as of Q1 2019.
  • HL Financial Services bought 320 SPDR Gold Trust shares in Q1 2019, an estimated $39.4K.
  • SPDR Gold Trust made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #480 holding.
  • HL Financial Services first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's SPDR Gold Trust position peaked at $6.5M in Q3 2016.
  • 1,089 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.