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River Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

River Wealth Advisors’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
Q1 		– Sell
-510
Closed -$62K – 280
2018
Q4 		$62K Hold
510
– – 0.03% 222
2018
Q3 		$58K Sell
510
-100
-16% -$11.5K 0.02% 265
2018
Q2 		$72K Buy
+610
New +$75.5K 0.03% 234

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

River Wealth Advisors's GLD Position: Q1 2019 in Review

River Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q1 2019, closing a stake of 510 shares — an estimated $62K sold.

River Wealth Advisors first reported a position in GLD in Q2 2018 and held it in 3 quarters. The position peaked at $72K in Q2 2018. 1,088 funds tracked by Wall St. Rank hold GLD as of Q1 2019.

  • River Wealth Advisors reported no remaining SPDR Gold Trust position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 510 SPDR Gold Trust shares in Q1 2019, an estimated $62K.
  • River Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's SPDR Gold Trust position peaked at $72K in Q2 2018.
  • 1,088 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.