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

Trinity 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
2022
Q3 		– Sell
-12,425
Closed -$2.09M – 69
2022
Q2 		$2.09M Buy
12,425
+9,130
+277% +$1.59M 1.54% 12
2022
Q1 		$595K Buy
+3,295
New +$578K 0.37% 26

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Trinity Financial Advisors's GLD Position: Q3 2022 in Review

Trinity Financial Advisors sold out of SPDR Gold Trust (GLD) in Q3 2022, closing a stake of 12,425 shares — an estimated $2.09M sold.

Trinity Financial Advisors first reported a position in GLD in Q1 2022 and held it in 2 quarters. The position peaked at $2.09M in Q2 2022. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • Trinity Financial Advisors reported no remaining SPDR Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Trinity Financial Advisors sold 12,425 SPDR Gold Trust shares in Q3 2022, an estimated $2.09M.
  • Trinity Financial Advisors first reported a position in SPDR Gold Trust in Q1 2022 and held it in 2 quarters.
  • Trinity Financial Advisors's SPDR Gold Trust position peaked at $2.09M in Q2 2022.
  • 1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Trinity Financial Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.