Northwest Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-121	Closed	-$15K	–	262
2019 Q1	$15K	Hold	121	–	–	0.01%	306
2018 Q4	$15K	Buy	121 +86	+246%	+$9.99K	0.01%	293
2018 Q3	$4K	Hold	35	–	–	﹤0.01%	440
2018 Q2	$4K	Hold	35	–	–	﹤0.01%	432
2018 Q1	$4K	Buy	+35	New	+$4.42K	﹤0.01%	442

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Northwest Wealth Management's GLD Position: Q2 2019 in Review

Northwest Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2019, closing a stake of 121 shares — an estimated $15K sold.

Northwest Wealth Management first reported a position in GLD in Q1 2018 and held it in 5 quarters. The position peaked at $15K in Q1 2019. 1,100 funds tracked by Wall St. Rank hold GLD as of Q2 2019.

Northwest Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 121 SPDR Gold Trust shares in Q2 2019, an estimated $15K.
Northwest Wealth Management first reported a position in SPDR Gold Trust in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's SPDR Gold Trust position peaked at $15K in Q1 2019.
1,100 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.