Lyons Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Lyons Wealth Management’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 Q4	–	Sell	-2,000	Closed	-$226K	–	39
2018 Q3	$226K	Buy	+2,000	New	+$229K	0.45%	40
2014 Q2	–	Sell	-1,985	Closed	-$245K	–	86
2014 Q1	$245K	Buy	+1,985	New	+$247K	0.21%	54
2013 Q4	–	Sell	-3,089	Closed	-$401K	–	73
2013 Q3	$401K	Sell	3,089 -9	-0.3%	-$1.16K	0.36%	29
2013 Q2	$368K	Buy	+3,098	New	+$424K	0.37%	27

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

EIM

Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return

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

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

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

Lyons Wealth Management's GLD Position: Q4 2018 in Review

Lyons Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2018, closing a stake of 2,000 shares — an estimated $226K sold.

Lyons Wealth Management first reported a position in GLD in Q2 2013 and held it in 4 quarters. The position peaked at $401K in Q3 2013. 1,087 funds tracked by Wall St. Rank hold GLD as of Q4 2018.

Lyons Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2018 after selling out during the quarter.
Lyons Wealth Management sold 2,000 SPDR Gold Trust shares in Q4 2018, an estimated $226K.
Lyons Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and held it in 4 quarters.
Lyons Wealth Management's SPDR Gold Trust position peaked at $401K in Q3 2013.
1,087 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2018.

Based on Lyons Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.