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Edmonds Duncan Registered Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Edmonds Duncan Registered Investment 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
2016
Q4 		– Sell
-2,611
Closed -$312K – 99
2016
Q3 		$312K Hold
2,611
– – 0.19% 84
2016
Q2 		$330K Sell
2,611
-169
-6% -$20.3K 0.2% 78
2016
Q1 		$327K Sell
2,780
-215
-7% -$24.4K 0.22% 76
2015
Q4 		$304K Buy
+2,995
New +$317K 0.21% 78

Other funds holding GLD

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OW
Orbis World Road Town, Tortola, British Virgin Islands $154M AUM 2.78% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's GLD Position: Q4 2016 in Review

Edmonds Duncan Registered Investment Advisors sold out of SPDR Gold Trust (GLD) in Q4 2016, closing a stake of 2,611 shares — an estimated $312K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in GLD in Q4 2015 and held it in 4 quarters. The position peaked at $330K in Q2 2016. 908 funds tracked by Wall St. Rank hold GLD as of Q4 2016.

  • Edmonds Duncan Registered Investment Advisors reported no remaining SPDR Gold Trust position as of Q4 2016 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 2,611 SPDR Gold Trust shares in Q4 2016, an estimated $312K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in SPDR Gold Trust in Q4 2015 and held it in 4 quarters.
  • Edmonds Duncan Registered Investment Advisors's SPDR Gold Trust position peaked at $330K in Q2 2016.
  • 908 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2016.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q4 2016, filed 1 Feb 2017.