O'Brien Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-617	Closed	-$70K	–	116
2018 Q3	$70K	Buy	617 +317	+106%	+$36.4K	0.05%	65
2018 Q2	$36K	Hold	300	–	–	0.03%	44
2018 Q1	$38K	Buy	+300	New	+$37.8K	0.03%	71

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

O'Brien Wealth Partners's GLD Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of SPDR Gold Trust (GLD) in Q4 2018, closing a stake of 617 shares — an estimated $70K sold.

O'Brien Wealth Partners first reported a position in GLD in Q1 2018 and held it in 3 quarters. The position peaked at $70K in Q3 2018. 1,087 funds tracked by Wall St. Rank hold GLD as of Q4 2018.

O'Brien Wealth Partners reported no remaining SPDR Gold Trust position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 617 SPDR Gold Trust shares in Q4 2018, an estimated $70K.
O'Brien Wealth Partners first reported a position in SPDR Gold Trust in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's SPDR Gold Trust position peaked at $70K in Q3 2018.
1,087 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.