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Sensible Financial Planning & Management’s SPDR Gold Trust GLD Stock Holding History

Sensible Financial Planning & Management’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
2016
Q4 		– Sell
-108
Closed -$14K – 44
2016
Q3 		$14K Buy
+108
New +$13.8K 0.01% 52
2015
Q1 		– Sell
-226
Closed -$26K – 43
2014
Q4 		$26K Hold
226
– – 0.03% 49
2014
Q3 		$26K Buy
+226
New +$27.9K 0.02% 44

Other funds holding GLD

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OW
Orbis World Road Town, Tortola, British Virgin Islands $154M AUM 2.78% 1-Year Est. Return

Sensible Financial Planning & Management's GLD Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of SPDR Gold Trust (GLD) in Q4 2016, closing a stake of 108 shares — an estimated $14K sold.

Sensible Financial Planning & Management first reported a position in GLD in Q3 2014 and held it in 3 quarters. The position peaked at $26K in Q4 2014. 907 funds tracked by Wall St. Rank hold GLD as of Q4 2016.

  • Sensible Financial Planning & Management reported no remaining SPDR Gold Trust position as of Q4 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 108 SPDR Gold Trust shares in Q4 2016, an estimated $14K.
  • Sensible Financial Planning & Management first reported a position in SPDR Gold Trust in Q3 2014 and held it in 3 quarters.
  • Sensible Financial Planning & Management's SPDR Gold Trust position peaked at $26K in Q4 2014.
  • 907 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.