Hoertkorn Richard Charles’s SPDR Gold Trust GLD Stock Holding History

Hoertkorn Richard Charles’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 Q3	–	Sell	-547	Closed	-$69K	–	91
2016 Q2	$69K	Hold	547	–	–	0.06%	63
2016 Q1	$64K	Hold	547	–	–	0.05%	66
2015 Q4	$55K	Hold	547	–	–	0.04%	70
2015 Q3	$58K	Hold	547	–	–	0.05%	67
2015 Q2	$61K	Hold	547	–	–	0.05%	64
2015 Q1	$62K	Hold	547	–	–	0.05%	65
2014 Q4	$62K	Hold	547	–	–	0.04%	64
2014 Q3	$64K	Hold	547	–	–	0.05%	60
2014 Q2	$70K	Hold	547	–	–	0.05%	60
2014 Q1	$68K	Hold	547	–	–	0.05%	60
2013 Q4	$64K	Buy	+547	New	+$67.2K	0.05%	62

Other funds holding GLD

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

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

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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hoertkorn Richard Charles's GLD Position: Q3 2016 in Review

Hoertkorn Richard Charles sold out of SPDR Gold Trust (GLD) in Q3 2016, closing a stake of 547 shares — an estimated $69K sold.

Hoertkorn Richard Charles first reported a position in GLD in Q4 2013 and held it in 11 quarters. The position peaked at $70K in Q2 2014. 922 funds tracked by Wall St. Rank hold GLD as of Q3 2016.

Hoertkorn Richard Charles reported no remaining SPDR Gold Trust position as of Q3 2016 after selling out during the quarter.
Hoertkorn Richard Charles sold 547 SPDR Gold Trust shares in Q3 2016, an estimated $69K.
Hoertkorn Richard Charles first reported a position in SPDR Gold Trust in Q4 2013 and held it in 11 quarters.
Hoertkorn Richard Charles's SPDR Gold Trust position peaked at $70K in Q2 2014.
922 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2016.

Based on Hoertkorn Richard Charles's 13F filing for Q3 2016, filed 28 Oct 2016.