FMA Advisory’s SPDR Gold Trust GLD Stock Holding History

FMA Advisory’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
2015 Q2	$67K	Buy	+600	New	+$68.7K	0.04%	169
2013 Q4	–	Sell	-2,030	Closed	-$260K	–	138
2013 Q3	$260K	Sell	2,030 -500	-20%	-$64.2K	0.1%	154
2013 Q2	$301K	Buy	+2,530	New	+$347K	0.13%	143

Other funds holding GLD

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FMA Advisory's GLD Position: Q2 2015 in Review

FMA Advisory opened a new position in SPDR Gold Trust (GLD) in Q2 2015: 600 shares worth $67K. The stake represents 0.04% of the portfolio and ranks #169 among its holdings. This is a return to the name: FMA Advisory previously reported a position in GLD as recently as Q3 2013.

FMA Advisory first reported a position in GLD in Q2 2013 and has held it in 3 quarters since. The position peaked at $301K in Q2 2013. 780 funds tracked by Wall St. Rank hold GLD as of Q2 2015.

FMA Advisory held 600 shares of SPDR Gold Trust worth $67K as of Q2 2015.
SPDR Gold Trust was a new FMA Advisory position in Q2 2015.
SPDR Gold Trust made up 0.04% of FMA Advisory's portfolio in Q2 2015, its #169 holding.
FMA Advisory first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 3 quarters since.
FMA Advisory's SPDR Gold Trust position peaked at $301K in Q2 2013.
780 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.