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Aris Wealth Services’s SPDR Gold Trust GLD Stock Holding History

Aris Wealth 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
2015
Q3 		$6K Sell
55
-418
-88% -$45K 0.01% 267
2015
Q2 		$53K Sell
473
-88
-16% -$10.1K 0.05% 204
2015
Q1 		$64K Buy
+561
New +$65.6K 0.06% 182

Other funds holding GLD

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aris Wealth Services's GLD Position: Q3 2015 in Review

Aris Wealth Services reduced its SPDR Gold Trust (GLD) stake by 88% in Q3 2015, selling an estimated $45K and leaving 55 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #267.

Aris Wealth Services first reported a position in GLD in Q1 2015 and has held it in 3 quarters since. The position peaked at $64K in Q1 2015. 752 funds tracked by Wall St. Rank hold GLD as of Q3 2015.

  • Aris Wealth Services held 55 shares of SPDR Gold Trust worth $6K as of Q3 2015.
  • Aris Wealth Services sold 418 SPDR Gold Trust shares in Q3 2015, an estimated $45K.
  • SPDR Gold Trust made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #267 holding.
  • Aris Wealth Services first reported a position in SPDR Gold Trust in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's SPDR Gold Trust position peaked at $64K in Q1 2015.
  • 752 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.