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

Catamount 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
2017
Q4 		– Sell
-600
Closed -$73K – 196
2017
Q3 		$73K Hold
600
– – 0.04% 63
2017
Q2 		$71K Hold
600
– – 0.04% 71
2017
Q1 		$71K Hold
600
– – 0.05% 66
2016
Q4 		$66K Hold
600
– – 0.05% 61
2016
Q3 		$72K Buy
+600
New +$76.4K 0.06% 55

Other funds holding GLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Catamount Wealth Management's GLD Position: Q4 2017 in Review

Catamount Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2017, closing a stake of 600 shares — an estimated $73K sold.

Catamount Wealth Management first reported a position in GLD in Q3 2016 and held it in 5 quarters. The position peaked at $73K in Q3 2017. 1,029 funds tracked by Wall St. Rank hold GLD as of Q4 2017.

  • Catamount Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 600 SPDR Gold Trust shares in Q4 2017, an estimated $73K.
  • Catamount Wealth Management first reported a position in SPDR Gold Trust in Q3 2016 and held it in 5 quarters.
  • Catamount Wealth Management's SPDR Gold Trust position peaked at $73K in Q3 2017.
  • 1,029 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.