CT Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

CT Financial 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
2017 Q1	$2.24M	Hold	18,887	–	–	1.38%	13
2016 Q4	$2.07M	Sell	18,887 -426	-2%	-$49.4K	1.31%	20
2016 Q3	$2.43M	Hold	19,313	–	–	1.48%	16
2016 Q2	$2.44M	Hold	19,313	–	–	1.5%	15
2016 Q1	$2.27M	Hold	19,313	–	–	1.28%	22
2015 Q4	$1.96M	Hold	19,313	–	–	1.13%	25
2015 Q3	$2.06M	Hold	19,313	–	–	1.29%	20
2015 Q2	$2.17M	Buy	19,313 +1,150	+6%	+$132K	1.23%	21
2015 Q1	$2.06M	Sell	18,163 -1,150	-6%	-$135K	1.14%	24
2014 Q4	$2.19M	Buy	+19,313	New	+$2.23M	1.66%	15
2014 Q1	$2.06M	Buy	+18,163	New	+$2.26M	1.14%	24

Other funds holding GLD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Orbis World Road Town, Tortola, British Virgin Islands $154M AUM 2.78% 1-Year Est. Return

SAC

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

CT Financial Advisors's GLD Position: Q1 2017 in Review

CT Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2017 at 18,887 shares worth $2.24M. The position accounts for 1.38% of the portfolio, ranked #13.

CT Financial Advisors first reported a position in GLD in Q1 2014 and has held it in 11 quarters since. The position peaked at $2.44M in Q2 2016. 913 funds tracked by Wall St. Rank hold GLD as of Q1 2017.

CT Financial Advisors held 18,887 shares of SPDR Gold Trust worth $2.24M as of Q1 2017.
CT Financial Advisors left its SPDR Gold Trust share count unchanged in Q1 2017.
SPDR Gold Trust made up 1.38% of CT Financial Advisors's portfolio in Q1 2017, its #13 holding.
CT Financial Advisors first reported a position in SPDR Gold Trust in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's SPDR Gold Trust position peaked at $2.44M in Q2 2016.
913 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.