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Moller Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Moller Wealth Partners’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
Q3 		– Sell
-1,630
Closed -$217K – 48
2019
Q2 		$217K Sell
1,630
-83,584
-98% -$10.3M 0.11% 48
2019
Q1 		$10.4M Sell
85,214
-47,805
-36% -$5.89M 4.66% 7
2018
Q4 		$16.2M Buy
+133,019
New +$15.5M 10.6% 1
2016
Q4 		– Sell
-4,262
Closed -$535K – 43
2016
Q3 		$535K Sell
4,262
-125,303
-97% -$16M 0.25% 32
2016
Q2 		$16.4M Buy
+129,565
New +$15.6M 8.02% 4

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moller Wealth Partners's GLD Position: Q3 2019 in Review

Moller Wealth Partners sold out of SPDR Gold Trust (GLD) in Q3 2019, closing a stake of 1,630 shares — an estimated $217K sold.

Moller Wealth Partners first reported a position in GLD in Q2 2016 and held it in 5 quarters. The position peaked at $16.4M in Q2 2016. 1,152 funds tracked by Wall St. Rank hold GLD as of Q3 2019.

  • Moller Wealth Partners reported no remaining SPDR Gold Trust position as of Q3 2019 after selling out during the quarter.
  • Moller Wealth Partners sold 1,630 SPDR Gold Trust shares in Q3 2019, an estimated $217K.
  • Moller Wealth Partners first reported a position in SPDR Gold Trust in Q2 2016 and held it in 5 quarters.
  • Moller Wealth Partners's SPDR Gold Trust position peaked at $16.4M in Q2 2016.
  • 1,152 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2019.

Based on Moller Wealth Partners's 13F filing for Q3 2019, filed 18 Oct 2019.