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Hochman Cole Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Hochman Cole Investment Advisors’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
2021
Q3 		$214K Hold
1,304
– – 0.08% 124
2021
Q2 		$216K Sell
1,304
-46
-3% -$7.82K 0.09% 122
2021
Q1 		$216K Sell
1,350
-7,130
-84% -$1.2M 0.09% 122
2020
Q4 		$1.51M Buy
8,480
+6,241
+279% +$1.1M 0.65% 32
2020
Q3 		$397K Sell
2,239
-39
-2% -$7.01K 0.2% 76
2020
Q2 		$381K Buy
+2,278
New +$367K 0.21% 76
2019
Q2 		– Sell
-4,414
Closed -$539K – 112
2019
Q1 		$539K Sell
4,414
-467
-10% -$57.5K 0.32% 63
2018
Q4 		$592K Buy
4,881
+2,255
+86% +$262K 0.41% 53
2018
Q3 		$296K Buy
2,626
+748
+40% +$85.8K 0.18% 84
2018
Q2 		$223K Hold
1,878
– – 0.15% 94
2018
Q1 		$236K Hold
1,878
– – 0.16% 89
2017
Q4 		$232K Buy
1,878
+175
+10% +$21.2K 0.15% 90
2017
Q3 		$207K Sell
1,703
-5,073
-75% -$617K 0.14% 94
2017
Q2 		$800K Buy
6,776
+337
+5% +$40.3K 0.55% 43
2017
Q1 		$764K Buy
+6,439
New +$749K 0.56% 41

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
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Hochman Cole Investment Advisors's GLD Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2021 at 1,304 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #124.

Hochman Cole Investment Advisors first reported a position in GLD in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.51M in Q4 2020. 1,614 funds tracked by Wall St. Rank hold GLD as of Q3 2021.

  • Hochman Cole Investment Advisors held 1,304 shares of SPDR Gold Trust worth $214K as of Q3 2021.
  • Hochman Cole Investment Advisors left its SPDR Gold Trust share count unchanged in Q3 2021.
  • SPDR Gold Trust made up 0.08% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #124 holding.
  • Hochman Cole Investment Advisors first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 15 quarters since.
  • Hochman Cole Investment Advisors's SPDR Gold Trust position peaked at $1.51M in Q4 2020.
  • 1,614 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.