Gupta Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Gupta Wealth Management’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 Q1	$4.88M	Sell	41,521 -2,397	-5%	-$272K	1.14%	16
2015 Q4	$4.46M	Buy	43,918 +14,823	+51%	+$1.57M	1.13%	17
2015 Q3	$3.11M	Buy	29,095 +2,646	+10%	+$285K	0.76%	29
2015 Q2	$2.97M	Sell	26,449 -2,015	-7%	-$231K	0.73%	35
2015 Q1	$3.23M	Buy	+28,464	New	+$3.33M	0.95%	25

Other funds holding GLD

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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

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

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

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

EPCM

Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return

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

Gupta Wealth Management's GLD Position: Q1 2016 in Review

Gupta Wealth Management reduced its SPDR Gold Trust (GLD) stake by 5.5% in Q1 2016, selling an estimated $272K and leaving 41,521 shares worth $4.88M. The position accounts for 1.14% of the portfolio, ranked #16.

Gupta Wealth Management first reported a position in GLD in Q1 2015 and has held it in 5 quarters since. 842 funds tracked by Wall St. Rank hold GLD as of Q1 2016.

Gupta Wealth Management held 41,521 shares of SPDR Gold Trust worth $4.88M as of Q1 2016.
Gupta Wealth Management sold 2,397 SPDR Gold Trust shares in Q1 2016, an estimated $272K.
SPDR Gold Trust made up 1.14% of Gupta Wealth Management's portfolio in Q1 2016, its #16 holding.
Gupta Wealth Management first reported a position in SPDR Gold Trust in Q1 2015 and has held it in 5 quarters since.
842 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.