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Belvedere Advisors’s SPDR Gold Trust GLD Stock Holding History

Belvedere 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
Q2 		$61K Sell
456
-1,583
-78% -$196K 1.88% 12
2019
Q1 		$248K Buy
+2,039
New +$251K 3.2% 10

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Belvedere Advisors's GLD Position: Q2 2019 in Review

Belvedere Advisors reduced its SPDR Gold Trust (GLD) stake by 78% in Q2 2019, selling an estimated $196K and leaving 456 shares worth $61K. The position accounts for 1.88% of the portfolio, ranked #12.

Belvedere Advisors first reported a position in GLD in Q1 2019 and has held it in 2 quarters since. The position peaked at $248K in Q1 2019. 1,100 funds tracked by Wall St. Rank hold GLD as of Q2 2019.

  • Belvedere Advisors held 456 shares of SPDR Gold Trust worth $61K as of Q2 2019.
  • Belvedere Advisors sold 1,583 SPDR Gold Trust shares in Q2 2019, an estimated $196K.
  • SPDR Gold Trust made up 1.88% of Belvedere Advisors's portfolio in Q2 2019, its #12 holding.
  • Belvedere Advisors first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's SPDR Gold Trust position peaked at $248K in Q1 2019.
  • 1,100 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.