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Holistic Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-335
Closed -$42K – 165
2018
Q1 		$42K Hold
335
– – 0.04% 217
2017
Q4 		$41K Buy
+335
New +$40.6K 0.03% 217

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Bank of America
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Holistic Financial Partners's GLD Position: Q2 2018 in Review

Holistic Financial Partners sold out of SPDR Gold Trust (GLD) in Q2 2018, closing a stake of 335 shares — an estimated $42K sold.

Holistic Financial Partners first reported a position in GLD in Q4 2017 and held it in 2 quarters. The position peaked at $42K in Q1 2018. 1,041 funds tracked by Wall St. Rank hold GLD as of Q2 2018.

  • Holistic Financial Partners reported no remaining SPDR Gold Trust position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 335 SPDR Gold Trust shares in Q2 2018, an estimated $42K.
  • Holistic Financial Partners first reported a position in SPDR Gold Trust in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's SPDR Gold Trust position peaked at $42K in Q1 2018.
  • 1,041 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.