Kelman-Lazarov Inc’s SPDR Gold Trust GLD Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-1,292	Closed	-$142K	–	154
2016 Q4	$142K	Buy	1,292 +247	+24%	+$28.7K	0.08%	119
2016 Q3	$126K	Hold	1,045	–	–	0.07%	130
2016 Q2	$134K	Hold	1,045	–	–	0.08%	127
2016 Q1	$122K	Buy	+1,045	New	+$118K	0.07%	139

Other funds holding GLD

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orbis World Road Town, Tortola, British Virgin Islands $154M AUM 2.78% 1-Year Est. Return

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Kelman-Lazarov Inc's GLD Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of SPDR Gold Trust (GLD) in Q1 2017, closing a stake of 1,292 shares — an estimated $142K sold.

Kelman-Lazarov Inc first reported a position in GLD in Q1 2016 and held it in 4 quarters. The position peaked at $142K in Q4 2016. 913 funds tracked by Wall St. Rank hold GLD as of Q1 2017.

Kelman-Lazarov Inc reported no remaining SPDR Gold Trust position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 1,292 SPDR Gold Trust shares in Q1 2017, an estimated $142K.
Kelman-Lazarov Inc first reported a position in SPDR Gold Trust in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's SPDR Gold Trust position peaked at $142K in Q4 2016.
913 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.