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Mariner Wealth Advisors (Madison)’s SPDR Gold Trust GLD Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$25K Hold
190
– – 0.01% 113
2013
Q2 		$23K Buy
+190
New +$26K 0.01% 92

Other funds holding GLD

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s GLD Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its SPDR Gold Trust (GLD) position steady in Q3 2013 at 190 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #113.

Mariner Wealth Advisors (Madison) first reported a position in GLD in Q2 2013 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold GLD as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 190 shares of SPDR Gold Trust worth $25K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its SPDR Gold Trust share count unchanged in Q3 2013.
  • SPDR Gold Trust made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #113 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 2 quarters since.
  • 761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.