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Paradigm Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Paradigm Financial 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
2018
Q4 		– Sell
-2,500
Closed -$281K – 133
2018
Q3 		$281K Hold
2,500
– – 0.11% 101
2018
Q2 		$296K Hold
2,500
– – 0.13% 93
2018
Q1 		$314K Buy
+2,500
New +$315K 0.14% 93

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paradigm Financial Advisors's GLD Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 2.5% in Q4 2021, selling an estimated $7.55K and leaving 1,774 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #163.

Paradigm Financial Advisors first reported a position in GLD in Q4 2013 and has held it in 17 quarters since. The position peaked at $575K in Q4 2020. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

  • Paradigm Financial Advisors held 1,774 shares of SPDR Gold Trust worth $303K as of Q4 2021.
  • Paradigm Financial Advisors sold 45 SPDR Gold Trust shares in Q4 2021, an estimated $7.55K.
  • SPDR Gold Trust made up 0.07% of Paradigm Financial Advisors's portfolio in Q4 2021, its #163 holding.
  • Paradigm Financial Advisors first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 17 quarters since.
  • Paradigm Financial Advisors's SPDR Gold Trust position peaked at $575K in Q4 2020.
  • 1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.