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Meristem Family Wealth’s SPDR Gold Trust GLD Stock Holding History

Meristem Family Wealth’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
-3,698
Closed -$417K – 138
2018
Q3 		$417K Buy
3,698
+43
+1% +$4.93K 0.14% 81
2018
Q2 		$434K Buy
+3,655
New +$453K 0.15% 75

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
EIM
Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Meristem Family Wealth's GLD Position: Q4 2018 in Review

Meristem Family Wealth sold out of SPDR Gold Trust (GLD) in Q4 2018, closing a stake of 3,698 shares — an estimated $417K sold.

Meristem Family Wealth first reported a position in GLD in Q2 2018 and held it in 2 quarters. The position peaked at $434K in Q2 2018. 1,087 funds tracked by Wall St. Rank hold GLD as of Q4 2018.

  • Meristem Family Wealth reported no remaining SPDR Gold Trust position as of Q4 2018 after selling out during the quarter.
  • Meristem Family Wealth sold 3,698 SPDR Gold Trust shares in Q4 2018, an estimated $417K.
  • Meristem Family Wealth first reported a position in SPDR Gold Trust in Q2 2018 and held it in 2 quarters.
  • Meristem Family Wealth's SPDR Gold Trust position peaked at $434K in Q2 2018.
  • 1,087 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2018.

Based on Meristem Family Wealth's 13F filing for Q4 2018, filed 7 Feb 2019.