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

Concert 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 Q2	–	Sell	-7,738	Closed	-$850K	–	260
2017 Q1	$850K	Sell	7,738 -2,822	-27%	-$328K	0.19%	154
2016 Q4	$1.16M	Sell	10,560 -9,198	-47%	-$1.07M	0.26%	111
2016 Q3	$2.49M	Buy	19,758 +4,823	+32%	+$614K	0.3%	72
2016 Q2	$1.89M	Sell	14,935 -12,866	-46%	-$1.55M	0.26%	94
2016 Q1	$3.28M	Buy	27,801 +12,185	+78%	+$1.38M	0.44%	46
2015 Q4	$1.58M	Buy	+15,616	New	+$1.65M	0.21%	119

Other funds holding GLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concert Wealth Management's GLD Position: Q2 2017 in Review

Concert Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2017, closing a stake of 7,738 shares — an estimated $850K sold.

Concert Wealth Management first reported a position in GLD in Q4 2015 and held it in 6 quarters. The position peaked at $3.28M in Q1 2016. 920 funds tracked by Wall St. Rank hold GLD as of Q2 2017.

Concert Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 7,738 SPDR Gold Trust shares in Q2 2017, an estimated $850K.
Concert Wealth Management first reported a position in SPDR Gold Trust in Q4 2015 and held it in 6 quarters.
Concert Wealth Management's SPDR Gold Trust position peaked at $3.28M in Q1 2016.
920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.