KCS Wealth Advisory’s SPDR Gold Trust GLD Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-139	Closed	-$19.3K	–	238
2019 Q3	$19.3K	Buy	+139	New	+$19.3K	0.01%	306

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KCS Wealth Advisory's GLD Position: Q4 2019 in Review

KCS Wealth Advisory sold out of SPDR Gold Trust (GLD) in Q4 2019, closing a stake of 139 shares — an estimated $19.3K sold.

KCS Wealth Advisory first reported a position in GLD in Q3 2019 and held it in 1 quarter. The position peaked at $19.3K in Q3 2019. 1,278 funds tracked by Wall St. Rank hold GLD as of Q4 2019.

KCS Wealth Advisory reported no remaining SPDR Gold Trust position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 139 SPDR Gold Trust shares in Q4 2019, an estimated $19.3K.
KCS Wealth Advisory first reported a position in SPDR Gold Trust in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's SPDR Gold Trust position peaked at $19.3K in Q3 2019.
1,278 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.