GWM
PSAU

Gupta Wealth Management’s Invesco Global Gold and Precious Metals ETF PSAU Stock Holding History

Gupta Wealth Management’s Portfolio PSAU Stock Details PSAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$38K Hold
2,200
– – 0.01% 495
2015
Q4 		$26K Sell
2,200
-4,200
-66% -$52.5K 0.01% 599
2015
Q3 		$76K Hold
6,400
– – 0.02% 386
2015
Q2 		$97K Sell
6,400
-550
-8% -$9.14K 0.02% 353
2015
Q1 		$108K Buy
+6,950
New +$121K 0.03% 297

Other funds holding PSAU

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Gupta Wealth Management held its Invesco Global Gold and Precious Metals ETF (PSAU) position steady in Q1 2016 at 2,200 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #495.

Gupta Wealth Management first reported a position in PSAU in Q1 2015 and has held it in 5 quarters since. The position peaked at $108K in Q1 2015. 24 funds tracked by Wall St. Rank hold PSAU as of Q1 2016.

  • Gupta Wealth Management held 2,200 shares of Invesco Global Gold and Precious Metals ETF worth $38K as of Q1 2016.
  • Gupta Wealth Management left its Invesco Global Gold and Precious Metals ETF share count unchanged in Q1 2016.
  • Invesco Global Gold and Precious Metals ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #495 holding.
  • Gupta Wealth Management first reported a position in Invesco Global Gold and Precious Metals ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Invesco Global Gold and Precious Metals ETF position peaked at $108K in Q1 2015.
  • 24 funds tracked by Wall St. Rank held Invesco Global Gold and Precious Metals ETF as of Q1 2016.

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