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Braver Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Braver Wealth Management’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
2016
Q4 		– Sell
-4,906
Closed -$616K – 150
2016
Q3 		$616K Buy
4,906
+171
+4% +$21.8K 0.1% 101
2016
Q2 		$599K Sell
4,735
-46,996
-91% -$5.66M 0.1% 90
2016
Q1 		$6.09M Buy
51,731
+47,231
+1,050% +$5.35M 1% 27
2015
Q4 		$457K Hold
4,500
– – 0.09% 67
2015
Q3 		$481K Sell
4,500
-47
-1% -$5.07K 0.12% 62
2015
Q2 		$511K Sell
4,547
-356
-7% -$40.7K 0.12% 70
2015
Q1 		$557K Hold
4,903
– – 0.11% 71
2014
Q4 		$557K Sell
4,903
-112
-2% -$12.9K 0.11% 64
2014
Q3 		$283K Sell
5,015
-111
-2% -$13.7K 0.09% 67
2014
Q2 		$565K Sell
5,126
-200
-4% -$24.8K 0.15% 69
2014
Q1 		$658K Hold
5,326
– – 0.19% 59
2013
Q4 		$618K Sell
5,326
-137
-3% -$16.8K 0.21% 60
2013
Q3 		$700K Buy
+5,463
New +$701K 0.24% 61

Other funds holding GLD

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 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
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OW
Orbis World Road Town, Tortola, British Virgin Islands $154M AUM 2.78% 1-Year Est. Return

Braver Wealth Management's GLD Position: Q4 2016 in Review

Braver Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2016, closing a stake of 4,906 shares — an estimated $616K sold.

Braver Wealth Management first reported a position in GLD in Q3 2013 and held it in 13 quarters. The position peaked at $6.09M in Q1 2016. 907 funds tracked by Wall St. Rank hold GLD as of Q4 2016.

  • Braver Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2016 after selling out during the quarter.
  • Braver Wealth Management sold 4,906 SPDR Gold Trust shares in Q4 2016, an estimated $616K.
  • Braver Wealth Management first reported a position in SPDR Gold Trust in Q3 2013 and held it in 13 quarters.
  • Braver Wealth Management's SPDR Gold Trust position peaked at $6.09M in Q1 2016.
  • 907 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.