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

ERTS Wealth 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
2019 Q1	–	Sell	-250	Closed	-$30K	–	170
2018 Q4	$30K	Buy	+250	New	+$29K	0.02%	191

Other funds holding GLD

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ERTS Wealth Advisors's GLD Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q1 2019, closing a stake of 250 shares — an estimated $30K sold.

ERTS Wealth Advisors first reported a position in GLD in Q4 2018 and held it in 1 quarter. The position peaked at $30K in Q4 2018. 1,088 funds tracked by Wall St. Rank hold GLD as of Q1 2019.

ERTS Wealth Advisors reported no remaining SPDR Gold Trust position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 250 SPDR Gold Trust shares in Q1 2019, an estimated $30K.
ERTS Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's SPDR Gold Trust position peaked at $30K in Q4 2018.
1,088 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.