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Sargent Bickham Lagudis’s SPDR Gold Trust GLD Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$643K Buy
3,789
+1,097
+41% +$177K 0.05% 161
2022
Q3 		$416K Sell
2,692
-1,570
-37% -$252K 0.04% 182
2022
Q2 		$718K Buy
4,262
+1,604
+60% +$280K 0.06% 154
2022
Q1 		$480K Hold
2,658
– – 0.04% 186
2021
Q4 		$454K Sell
2,658
-273
-9% -$45.8K 0.03% 180
2021
Q3 		$481K Sell
2,931
-1,160
-28% -$194K 0.04% 172
2021
Q2 		$678K Buy
4,091
+2,596
+174% +$441K 0.06% 146
2021
Q1 		$239K Sell
1,495
-731
-33% -$123K 0.02% 218
2020
Q4 		$397K Sell
2,226
-1,107
-33% -$195K 0.04% 178
2020
Q3 		$590K Buy
3,333
+2,467
+285% +$443K 0.06% 131
2020
Q2 		$145K Sell
866
-780
-47% -$126K 0.02% 232
2020
Q1 		$244K Buy
1,646
+747
+83% +$111K 0.03% 186
2019
Q4 		$128K Buy
899
+262
+41% +$36.6K 0.01% 253
2019
Q3 		$88K Buy
637
+213
+50% +$29.6K 0.01% 271
2019
Q2 		$56K Hold
424
– – 0.01% 347
2019
Q1 		$52K Hold
424
– – 0.01% 384
2018
Q4 		$51K Hold
424
– – 0.01% 354
2018
Q3 		$48K Sell
424
-86
-17% -$9.87K 0.01% 373
2018
Q2 		$61K Sell
510
-666
-57% -$82.5K 0.01% 330
2018
Q1 		$148K Hold
1,176
– – 0.02% 241
2017
Q4 		$145K Hold
1,176
– – 0.02% 246
2017
Q3 		$143K Buy
1,176
+323
+38% +$39.3K 0.02% 246
2017
Q2 		$101K Hold
853
– – 0.01% 268
2017
Q1 		$101K Buy
853
+53
+7% +$6.16K 0.01% 273
2016
Q4 		$88K Buy
800
+21
+3% +$2.44K 0.01% 271
2016
Q3 		$98 Buy
779
+263
+51% +$33.5K 0.01% 270
2016
Q2 		$65K Buy
516
+466
+932% +$56.1K 0.01% 306
2016
Q1 		$6K Buy
+50
New +$5.67K ﹤0.01% 611

Other funds holding GLD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sargent Bickham Lagudis's GLD Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its SPDR Gold Trust (GLD) stake by 41% in Q4 2022, buying an estimated $177K and bringing the position to 3,789 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #161.

Sargent Bickham Lagudis first reported a position in GLD in Q1 2016 and has held it in 28 quarters since. The position peaked at $718K in Q2 2022. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

  • Sargent Bickham Lagudis held 3,789 shares of SPDR Gold Trust worth $643K as of Q4 2022.
  • Sargent Bickham Lagudis bought 1,097 SPDR Gold Trust shares in Q4 2022, an estimated $177K.
  • SPDR Gold Trust made up 0.05% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #161 holding.
  • Sargent Bickham Lagudis first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's SPDR Gold Trust position peaked at $718K in Q2 2022.
  • 1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.