MWM
GTU

Merriman Wealth Management’s CENTRAL GOLD TR (CANADA) GTU Stock Holding History

Merriman Wealth Management’s Portfolio GTU Stock Details GTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-45,926
Closed -$1.8M – 51
2014
Q3 		$1.8M Buy
+45,926
New +$2.07M 2.33% 13
2014
Q1 		– Sell
-9,000
Closed -$374K – 107
2013
Q4 		$374K Buy
9,000
+4,500
+100% +$199K 0.16% 60
2013
Q3 		$208K Buy
+4,500
New +$212K 0.11% 51

Other funds holding GTU

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Merriman Wealth Management's GTU Position: Q4 2014 in Review

Merriman Wealth Management sold out of CENTRAL GOLD TR (CANADA) (GTU) in Q4 2014, closing a stake of 45,926 shares — an estimated $1.8M sold.

Merriman Wealth Management first reported a position in GTU in Q3 2013 and held it in 3 quarters. The position peaked at $1.8M in Q3 2014. 70 funds tracked by Wall St. Rank hold GTU as of Q4 2014.

  • Merriman Wealth Management reported no remaining CENTRAL GOLD TR (CANADA) position as of Q4 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 45,926 CENTRAL GOLD TR (CANADA) shares in Q4 2014, an estimated $1.8M.
  • Merriman Wealth Management first reported a position in CENTRAL GOLD TR (CANADA) in Q3 2013 and held it in 3 quarters.
  • Merriman Wealth Management's CENTRAL GOLD TR (CANADA) position peaked at $1.8M in Q3 2014.
  • 70 funds tracked by Wall St. Rank held CENTRAL GOLD TR (CANADA) as of Q4 2014.

Based on Merriman Wealth Management's 13F filing for Q4 2014, filed 16 Jan 2015.