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PFS Investments’s SPDR Gold Trust GLD Stock Holding History

PFS Investments’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
-85,080
Closed -$9.59M – 94
2018
Q3 		$9.59M Buy
85,080
+17,221
+25% +$1.98M 0.67% 41
2018
Q2 		$8.07M Buy
67,859
+17,203
+34% +$2.13M 0.68% 45
2018
Q1 		$6.39M Buy
50,656
+16,309
+47% +$2.06M 0.76% 42
2017
Q4 		$4.37M Buy
+34,347
New +$4.16M 0.82% 36

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EIM
Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

PFS Investments's GLD Position: Q4 2018 in Review

PFS Investments sold out of SPDR Gold Trust (GLD) in Q4 2018, closing a stake of 85,080 shares — an estimated $9.59M sold.

PFS Investments first reported a position in GLD in Q4 2017 and held it in 4 quarters. The position peaked at $9.59M in Q3 2018. 1,086 funds tracked by Wall St. Rank hold GLD as of Q4 2018.

  • PFS Investments reported no remaining SPDR Gold Trust position as of Q4 2018 after selling out during the quarter.
  • PFS Investments sold 85,080 SPDR Gold Trust shares in Q4 2018, an estimated $9.59M.
  • PFS Investments first reported a position in SPDR Gold Trust in Q4 2017 and held it in 4 quarters.
  • PFS Investments's SPDR Gold Trust position peaked at $9.59M in Q3 2018.
  • 1,086 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2018.

Based on PFS Investments's 13F filing for Q4 2018, filed 22 Jan 2019.