Lehman Financial Resources’s SPDR Gold Trust GLD Stock Holding History

Lehman Financial Resources’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 Q3	$615K	Hold	5,460	–	–	0.29%	47
2018 Q2	$647K	Hold	5,460	–	–	0.33%	42
2018 Q1	$686K	Sell	5,460 -280	-5%	-$35.3K	0.35%	41
2017 Q4	$709K	Buy	5,740 +60	+1%	+$7.27K	0.37%	40
2017 Q3	$690K	Hold	5,680	–	–	0.35%	41
2017 Q2	$672K	Buy	5,680 +35	+0.6%	+$4.19K	0.38%	38
2017 Q1	$670K	Hold	5,645	–	–	0.37%	38
2016 Q4	$618K	Sell	5,645 -755	-12%	-$87.6K	0.35%	37
2016 Q3	$804K	Buy	6,400 +772	+14%	+$98.3K	0.46%	33
2016 Q2	$711K	Sell	5,628 -272	-5%	-$32.7K	0.36%	34
2016 Q1	$694K	Buy	5,900 +2,100	+55%	+$238K	0.37%	37
2015 Q4	$385K	Sell	3,800 -600	-14%	-$63.4K	0.21%	41
2015 Q3	$470K	Hold	4,400	–	–	0.24%	42
2015 Q2	$494K	Hold	4,400	–	–	0.24%	42
2015 Q1	$500K	Hold	4,400	–	–	0.23%	45
2014 Q4	$500K	Sell	4,400 -210	-5%	-$24.2K	0.25%	46
2014 Q3	$536K	Buy	4,610 +110	+2%	+$13.6K	0.28%	43
2014 Q2	$576K	Hold	4,500	–	–	0.27%	43
2014 Q1	$556K	Hold	4,500	–	–	0.29%	41
2013 Q4	$523K	Sell	4,500 -4,715	-51%	-$579K	0.32%	39
2013 Q3	$1.18M	Buy	9,215 +5,000	+119%	+$642K	0.76%	31
2013 Q2	$502K	Buy	+4,215	New	+$577K	0.34%	37

Other funds holding GLD

GCM

Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 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

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

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

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Lehman Financial Resources's GLD Position: Q3 2018 in Review

Lehman Financial Resources held its SPDR Gold Trust (GLD) position steady in Q3 2018 at 5,460 shares worth $615K. The position accounts for 0.29% of the portfolio, ranked #47.

Lehman Financial Resources first reported a position in GLD in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.18M in Q3 2013. 1,006 funds tracked by Wall St. Rank hold GLD as of Q3 2018.

Lehman Financial Resources held 5,460 shares of SPDR Gold Trust worth $615K as of Q3 2018.
Lehman Financial Resources left its SPDR Gold Trust share count unchanged in Q3 2018.
SPDR Gold Trust made up 0.29% of Lehman Financial Resources's portfolio in Q3 2018, its #47 holding.
Lehman Financial Resources first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 22 quarters since.
Lehman Financial Resources's SPDR Gold Trust position peaked at $1.18M in Q3 2013.
1,006 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.