Biegel & Waller’s SPDR Gold Trust GLD Stock Holding History

Biegel & Waller’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
2018 Q4	–	Sell	-1,958	Closed	-$221K	–	79
2018 Q3	$221K	Sell	1,958 -473	-19%	-$54.3K	0.13%	68
2018 Q2	$288K	Buy	2,431 +90	+4%	+$11.1K	0.18%	51
2018 Q1	$294K	Sell	2,341 -320	-12%	-$40.4K	0.19%	40
2017 Q4	$329K	Hold	2,661	–	–	0.19%	38
2017 Q3	$324K	Hold	2,661	–	–	0.2%	36
2017 Q2	$314K	Hold	2,661	–	–	0.19%	39
2017 Q1	$316K	Buy	2,661 +563	+27%	+$65.4K	0.22%	33
2016 Q4	$238K	Buy	+2,098	New	+$244K	0.17%	43

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

EIM

Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Biegel & Waller's GLD Position: Q4 2018 in Review

Biegel & Waller sold out of SPDR Gold Trust (GLD) in Q4 2018, closing a stake of 1,958 shares — an estimated $221K sold.

Biegel & Waller first reported a position in GLD in Q4 2016 and held it in 8 quarters. The position peaked at $329K in Q4 2017. 1,087 funds tracked by Wall St. Rank hold GLD as of Q4 2018.

Biegel & Waller reported no remaining SPDR Gold Trust position as of Q4 2018 after selling out during the quarter.
Biegel & Waller sold 1,958 SPDR Gold Trust shares in Q4 2018, an estimated $221K.
Biegel & Waller first reported a position in SPDR Gold Trust in Q4 2016 and held it in 8 quarters.
Biegel & Waller's SPDR Gold Trust position peaked at $329K in Q4 2017.
1,087 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2018.

Based on Biegel & Waller's 13F filing for Q4 2018, filed 31 Jan 2019.