Creative Planning
GLDW

Creative Planning’s SPDR Long Dollar Gold Trust GLDW Stock Holding History

Creative Planning’s Portfolio GLDW Stock Details GLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$12K – 4281
2017
Q2 		$12K Hold
100
– – ﹤0.01% 3545
2017
Q1 		$12K Buy
+100
New +$12.3K ﹤0.01% 3503

Other funds holding GLDW

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's GLDW Position: Q3 2017 in Review

Creative Planning sold out of SPDR Long Dollar Gold Trust (GLDW) in Q3 2017, closing a stake of 100 shares — an estimated $12K sold.

Creative Planning first reported a position in GLDW in Q1 2017 and held it in 2 quarters. The position peaked at $12K in Q2 2017. 5 funds tracked by Wall St. Rank hold GLDW as of Q3 2017.

  • Creative Planning reported no remaining SPDR Long Dollar Gold Trust position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 SPDR Long Dollar Gold Trust shares in Q3 2017, an estimated $12K.
  • Creative Planning first reported a position in SPDR Long Dollar Gold Trust in Q1 2017 and held it in 2 quarters.
  • Creative Planning's SPDR Long Dollar Gold Trust position peaked at $12K in Q2 2017.
  • 5 funds tracked by Wall St. Rank held SPDR Long Dollar Gold Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.