Creative Planning’s Invesco Global Gold and Precious Metals ETF PSAU Stock Holding History

Creative Planning’s Portfolio PSAU Stock Details PSAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,399	Closed	-$26K	–	4684
2017 Q2	$26K	Hold	1,399	–	–	﹤0.01%	3013
2017 Q1	$27K	Buy	1,399 +499	+55%	+$9.87K	﹤0.01%	2940
2016 Q4	$16K	Sell	900 -1,000	-53%	-$18.9K	﹤0.01%	3254
2016 Q3	$43K	Buy	+1,900	New	+$46.6K	﹤0.01%	2493
2014 Q1	–	Sell	-2,400	Closed	-$44K	–	3955
2013 Q4	$44K	Buy	+2,400	New	+$47.5K	﹤0.01%	1705

Other funds holding PSAU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

BTIS

BB&T Investment Services Charlotte, North Carolina $595M AUM 15.91% 1-Year Est. Return

Creative Planning's PSAU Position: Q3 2017 in Review

Creative Planning sold out of Invesco Global Gold and Precious Metals ETF (PSAU) in Q3 2017, closing a stake of 1,399 shares — an estimated $26K sold.

Creative Planning first reported a position in PSAU in Q4 2013 and held it in 5 quarters. The position peaked at $44K in Q4 2013. 13 funds tracked by Wall St. Rank hold PSAU as of Q3 2017.

Creative Planning reported no remaining Invesco Global Gold and Precious Metals ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,399 Invesco Global Gold and Precious Metals ETF shares in Q3 2017, an estimated $26K.
Creative Planning first reported a position in Invesco Global Gold and Precious Metals ETF in Q4 2013 and held it in 5 quarters.
Creative Planning's Invesco Global Gold and Precious Metals ETF position peaked at $44K in Q4 2013.
13 funds tracked by Wall St. Rank held Invesco Global Gold and Precious Metals ETF as of Q3 2017.

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