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Gary Goldberg Planning Services’s SPDR Gold Trust GLD Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$28K Hold
250
– – 0.01% 274
2014
Q3 		$29K Hold
250
– – 0.01% 287
2014
Q2 		$32K Hold
250
– – 0.01% 263
2014
Q1 		$31K Hold
250
– – 0.02% 251
2013
Q4 		$29K Sell
250
-260
-51% -$31.9K 0.02% 231
2013
Q3 		$65K Hold
510
– – 0.04% 168
2013
Q2 		$61K Buy
+510
New +$69.9K 0.04% 169

Other funds holding GLD

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ADICC
Abu Dhabi Investment Council Co Abu Dhabi, United Arab Emirates $16.7M AUM 8.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Gary Goldberg Planning Services's GLD Position: Q4 2014 in Review

Gary Goldberg Planning Services held its SPDR Gold Trust (GLD) position steady in Q4 2014 at 250 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #274.

Gary Goldberg Planning Services first reported a position in GLD in Q2 2013 and has held it in 7 quarters since. The position peaked at $65K in Q3 2013. 766 funds tracked by Wall St. Rank hold GLD as of Q4 2014.

  • Gary Goldberg Planning Services held 250 shares of SPDR Gold Trust worth $28K as of Q4 2014.
  • Gary Goldberg Planning Services left its SPDR Gold Trust share count unchanged in Q4 2014.
  • SPDR Gold Trust made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #274 holding.
  • Gary Goldberg Planning Services first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's SPDR Gold Trust position peaked at $65K in Q3 2013.
  • 766 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.