American Economic Planning Group’s SPDR Gold Trust GLD Stock Holding History

American Economic Planning Group’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
2019 Q1	–	Sell	-1,950	Closed	-$236K	–	87
2018 Q4	$236K	Sell	1,950 -25	-1%	-$2.9K	0.08%	70
2018 Q3	$223K	Buy	1,975 +50	+3%	+$5.74K	0.08%	68
2018 Q2	$228K	Hold	1,925	–	–	0.08%	69
2018 Q1	$242K	Buy	1,925 +25	+1%	+$3.15K	0.09%	77
2017 Q4	$235K	Hold	1,900	–	–	0.09%	76
2017 Q3	$231K	Hold	1,900	–	–	0.09%	70
2017 Q2	$224K	Sell	1,900 -92	-5%	-$11K	0.09%	72
2017 Q1	$236K	Hold	1,992	–	–	0.09%	63
2016 Q4	$218K	Buy	+1,992	New	+$231K	0.09%	54

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Economic Planning Group's GLD Position: Q1 2019 in Review

American Economic Planning Group sold out of SPDR Gold Trust (GLD) in Q1 2019, closing a stake of 1,950 shares — an estimated $236K sold.

American Economic Planning Group first reported a position in GLD in Q4 2016 and held it in 9 quarters. The position peaked at $242K in Q1 2018. 1,088 funds tracked by Wall St. Rank hold GLD as of Q1 2019.

American Economic Planning Group reported no remaining SPDR Gold Trust position as of Q1 2019 after selling out during the quarter.
American Economic Planning Group sold 1,950 SPDR Gold Trust shares in Q1 2019, an estimated $236K.
American Economic Planning Group first reported a position in SPDR Gold Trust in Q4 2016 and held it in 9 quarters.
American Economic Planning Group's SPDR Gold Trust position peaked at $242K in Q1 2018.
1,088 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2019.

Based on American Economic Planning Group's 13F filing for Q1 2019, filed 15 May 2019.