BWFA
GLD icon

Baltimore-Washington Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Baltimore-Washington 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
2015
Q4 		– Sell
-445
Closed -$47K – 155
2015
Q3 		$47K Hold
445
– – 0.01% 128
2015
Q2 		$50K Sell
445
-200
-31% -$22.9K 0.01% 129
2015
Q1 		$73K Hold
645
– – 0.02% 120
2014
Q4 		$73K Hold
645
– – 0.02% 122
2014
Q3 		$75K Buy
645
+120
+23% +$14.8K 0.02% 124
2014
Q2 		$67K Buy
525
+225
+75% +$27.9K 0.02% 141
2014
Q1 		$37K Sell
300
-300
-50% -$37.4K 0.01% 149
2013
Q4 		$70K Sell
600
-100
-14% -$12.3K 0.02% 144
2013
Q3 		$90K Buy
700
+300
+75% +$38.5K 0.04% 99
2013
Q2 		$48K Buy
+400
New +$54.8K 0.02% 105

Other funds holding GLD

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
OW
Orbis World Road Town, Tortola, British Virgin Islands $154M AUM 2.78% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return