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Beacon Pointe Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Beacon Pointe Wealth 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
2019
Q1 		– Sell
-2,477
Closed -$300K – 259
2018
Q4 		$300K Buy
+2,477
New +$288K 0.11% 170

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

Beacon Pointe Wealth Advisors's GLD Position: Q1 2019 in Review

Beacon Pointe Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q1 2019, closing a stake of 2,477 shares — an estimated $300K sold.

Beacon Pointe Wealth Advisors first reported a position in GLD in Q4 2018 and held it in 1 quarter. The position peaked at $300K in Q4 2018. 1,088 funds tracked by Wall St. Rank hold GLD as of Q1 2019.

  • Beacon Pointe Wealth Advisors reported no remaining SPDR Gold Trust position as of Q1 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 2,477 SPDR Gold Trust shares in Q1 2019, an estimated $300K.
  • Beacon Pointe Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2018 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's SPDR Gold Trust position peaked at $300K in Q4 2018.
  • 1,088 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q1 2019, filed 14 May 2019.