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Constellation Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Constellation Wealth 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
2013
Q4 		– Sell
-44,236
Closed -$5.67M – 198
2013
Q3 		$5.67M Sell
44,236
-29,600
-40% -$3.8M 0.65% 39
2013
Q2 		$8.79M Buy
+73,836
New +$10.1M 1.06% 18

Other funds holding GLD

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ADICC
Abu Dhabi Investment Council Co Abu Dhabi, United Arab Emirates $16.7M AUM 8.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Constellation Wealth Advisors's GLD Position: Q4 2013 in Review

Constellation Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q4 2013, closing a stake of 44,236 shares — an estimated $5.67M sold.

Constellation Wealth Advisors first reported a position in GLD in Q2 2013 and held it in 2 quarters. The position peaked at $8.79M in Q2 2013. 793 funds tracked by Wall St. Rank hold GLD as of Q4 2013.

  • Constellation Wealth Advisors reported no remaining SPDR Gold Trust position as of Q4 2013 after selling out during the quarter.
  • Constellation Wealth Advisors sold 44,236 SPDR Gold Trust shares in Q4 2013, an estimated $5.67M.
  • Constellation Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2013 and held it in 2 quarters.
  • Constellation Wealth Advisors's SPDR Gold Trust position peaked at $8.79M in Q2 2013.
  • 793 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2013.

Based on Constellation Wealth Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.