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Independent Portfolio Consultants’s SPDR Gold Trust GLD Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		– Sell
-4
Closed – – 807
2017
Q1 		$0 Sell
4
-1,470
-100% -$171K ﹤0.01% 847
2016
Q4 		$162K Buy
1,474
+1,470
+36,750% +$171K 0.05% 358
2016
Q3 		$1K Hold
4
– – ﹤0.01% 705
2016
Q2 		$1K Hold
4
– – ﹤0.01% 726
2016
Q1 		$0 Hold
4
– – ﹤0.01% 772
2015
Q4 		$0 Buy
+4
New +$423 ﹤0.01% 776
2015
Q2 		– Sell
-4
Closed – – 930
2015
Q1 		$0 Hold
4
– – ﹤0.01% 1012
2014
Q4 		$0 Buy
+4
New +$462 ﹤0.01% 823
2014
Q3 		– Sell
-9
Closed -$1K – 879
2014
Q2 		$1K Buy
+9
New +$1.12K ﹤0.01% 825

Other funds holding GLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Portfolio Consultants's GLD Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of SPDR Gold Trust (GLD) in Q2 2017, closing a stake of 4 shares.

Independent Portfolio Consultants first reported a position in GLD in Q2 2014 and held it in 9 quarters. The position peaked at $162K in Q4 2016. 921 funds tracked by Wall St. Rank hold GLD as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining SPDR Gold Trust position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 4 SPDR Gold Trust shares in Q2 2017.
  • Independent Portfolio Consultants first reported a position in SPDR Gold Trust in Q2 2014 and held it in 9 quarters.
  • Independent Portfolio Consultants's SPDR Gold Trust position peaked at $162K in Q4 2016.
  • 921 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.