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Montgomery Investment Management’s SPDR Gold Trust GLD Stock Holding History

Montgomery Investment Management’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
2015
Q3 		– Sell
-2,150
Closed -$242K – 81
2015
Q2 		$242K Hold
2,150
– – 0.12% 71
2015
Q1 		$244K Hold
2,150
– – 0.12% 72
2014
Q4 		$244K Buy
+2,150
New +$248K 0.12% 73

Other funds holding GLD

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montgomery Investment Management's GLD Position: Q3 2015 in Review

Montgomery Investment Management sold out of SPDR Gold Trust (GLD) in Q3 2015, closing a stake of 2,150 shares — an estimated $242K sold.

Montgomery Investment Management first reported a position in GLD in Q4 2014 and held it in 3 quarters. The position peaked at $244K in Q1 2015. 752 funds tracked by Wall St. Rank hold GLD as of Q3 2015.

  • Montgomery Investment Management reported no remaining SPDR Gold Trust position as of Q3 2015 after selling out during the quarter.
  • Montgomery Investment Management sold 2,150 SPDR Gold Trust shares in Q3 2015, an estimated $242K.
  • Montgomery Investment Management first reported a position in SPDR Gold Trust in Q4 2014 and held it in 3 quarters.
  • Montgomery Investment Management's SPDR Gold Trust position peaked at $244K in Q1 2015.
  • 752 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2015.

Based on Montgomery Investment Management's 13F filing for Q3 2015, filed 12 Nov 2015.