RSA
GLD icon

Robertson Stephens Advisors’s SPDR Gold Trust GLD Stock Holding History

Robertson Stephens 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
2017
Q3 		$501K Hold
4,117
– – 0.43% 42
2017
Q2 		$486K Sell
4,117
-992
-19% -$119K 0.44% 44
2017
Q1 		$607K Sell
5,109
-351
-6% -$40.8K 0.54% 43
2016
Q4 		$598K Buy
+5,460
New +$634K 0.34% 76

Other funds holding GLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Robertson Stephens Advisors's GLD Position: Q3 2017 in Review

Robertson Stephens Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2017 at 4,117 shares worth $501K. The position accounts for 0.43% of the portfolio, ranked #42.

Robertson Stephens Advisors first reported a position in GLD in Q4 2016 and has held it in 4 quarters since. The position peaked at $607K in Q1 2017. 930 funds tracked by Wall St. Rank hold GLD as of Q3 2017.

  • Robertson Stephens Advisors held 4,117 shares of SPDR Gold Trust worth $501K as of Q3 2017.
  • Robertson Stephens Advisors left its SPDR Gold Trust share count unchanged in Q3 2017.
  • SPDR Gold Trust made up 0.43% of Robertson Stephens Advisors's portfolio in Q3 2017, its #42 holding.
  • Robertson Stephens Advisors first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's SPDR Gold Trust position peaked at $607K in Q1 2017.
  • 930 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.