MBM Wealth Consultants’s SPDR Gold Trust GLD Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-530	Closed	-$64K	–	228
2018 Q4	$64K	Buy	+530	New	+$61.6K	0.06%	115

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

MBM Wealth Consultants's GLD Position: Q1 2019 in Review

MBM Wealth Consultants sold out of SPDR Gold Trust (GLD) in Q1 2019, closing a stake of 530 shares — an estimated $64K sold.

MBM Wealth Consultants first reported a position in GLD in Q4 2018 and held it in 1 quarter. The position peaked at $64K in Q4 2018. 1,088 funds tracked by Wall St. Rank hold GLD as of Q1 2019.

MBM Wealth Consultants reported no remaining SPDR Gold Trust position as of Q1 2019 after selling out during the quarter.
MBM Wealth Consultants sold 530 SPDR Gold Trust shares in Q1 2019, an estimated $64K.
MBM Wealth Consultants first reported a position in SPDR Gold Trust in Q4 2018 and held it in 1 quarter.
MBM Wealth Consultants's SPDR Gold Trust position peaked at $64K in Q4 2018.
1,088 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2019.

Based on MBM Wealth Consultants's 13F filing for Q1 2019, filed 25 Apr 2019.