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Physicians Financial Services’s SPDR Gold Trust GLD Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-583
Closed -$75K – 172
2016
Q4 		$75K Hold
583
– – 0.06% 152
2016
Q3 		$73K Buy
583
+317
+119% +$40.4K 0.06% 153
2016
Q2 		$34K Hold
266
– – 0.03% 178
2016
Q1 		$31K Hold
266
– – 0.03% 176
2015
Q4 		$27K Buy
+266
New +$28.1K 0.02% 190

Other funds holding GLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OW
Orbis World Road Town, Tortola, British Virgin Islands $154M AUM 2.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Physicians Financial Services's GLD Position: Q1 2017 in Review

Physicians Financial Services sold out of SPDR Gold Trust (GLD) in Q1 2017, closing a stake of 583 shares — an estimated $75K sold.

Physicians Financial Services first reported a position in GLD in Q4 2015 and held it in 5 quarters. The position peaked at $75K in Q4 2016. 914 funds tracked by Wall St. Rank hold GLD as of Q1 2017.

  • Physicians Financial Services reported no remaining SPDR Gold Trust position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 583 SPDR Gold Trust shares in Q1 2017, an estimated $75K.
  • Physicians Financial Services first reported a position in SPDR Gold Trust in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's SPDR Gold Trust position peaked at $75K in Q4 2016.
  • 914 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.