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SVB Investment Services’s SPDR Gold Trust GLD Stock Holding History

SVB Investment 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
2021
Q1 		– Sell
-1,732
Closed -$309K – 40
2020
Q4 		$309K Sell
1,732
-48
-3% -$8.45K 0.24% 33
2020
Q3 		$315K Sell
1,780
-11
-0.6% -$1.98K 0.27% 31
2020
Q2 		$300K Buy
1,791
+167
+10% +$26.9K 0.27% 30
2020
Q1 		$240K Sell
1,624
-154
-9% -$22.9K 0.21% 32
2019
Q4 		$254K Buy
+1,778
New +$248K 0.24% 33

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $547M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SVB Investment Services's GLD Position: Q1 2021 in Review

SVB Investment Services sold out of SPDR Gold Trust (GLD) in Q1 2021, closing a stake of 1,732 shares — an estimated $309K sold.

SVB Investment Services first reported a position in GLD in Q4 2019 and held it in 5 quarters. The position peaked at $315K in Q3 2020. 1,601 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

  • SVB Investment Services reported no remaining SPDR Gold Trust position as of Q1 2021 after selling out during the quarter.
  • SVB Investment Services sold 1,732 SPDR Gold Trust shares in Q1 2021, an estimated $309K.
  • SVB Investment Services first reported a position in SPDR Gold Trust in Q4 2019 and held it in 5 quarters.
  • SVB Investment Services's SPDR Gold Trust position peaked at $315K in Q3 2020.
  • 1,601 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.