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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$2.85M Sell
2015
Q2
$5M Sell
2015
Q1
$15.8M Sell
2014
Q4
$47.1M Sell
2014
Q3
$94.4M Buy
2014
Q2
$103M Sell
2014
Q1
$99.9M Buy
2013
Q4
$91.7M Sell
2013
Q3
$115M Sell
2013
Q2
$153M Buy