Simply Money Advisors’s SPDR Gold Trust GLD Stock Holding History

Simply Money 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
2014 Q1	–	Sell	-335	Closed	-$39K	–	54
2013 Q4	$39K	Sell	335 -213	-39%	-$26.2K	0.01%	24
2013 Q3	$70K	Sell	548 -570	-51%	-$73.2K	0.01%	23
2013 Q2	$133K	Buy	+1,118	New	+$153K	0.02%	35

Other funds holding GLD

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

ADICC

Abu Dhabi Investment Council Co Abu Dhabi, United Arab Emirates $16.7M AUM 8.06% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

ICP

Indus Capital Partners New York $29.9M AUM 15.85% 1-Year Est. Return

Simply Money Advisors's GLD Position: Q1 2014 in Review

Simply Money Advisors sold out of SPDR Gold Trust (GLD) in Q1 2014, closing a stake of 335 shares — an estimated $39K sold.

Simply Money Advisors first reported a position in GLD in Q2 2013 and held it in 3 quarters. The position peaked at $133K in Q2 2013. 812 funds tracked by Wall St. Rank hold GLD as of Q1 2014.

Simply Money Advisors reported no remaining SPDR Gold Trust position as of Q1 2014 after selling out during the quarter.
Simply Money Advisors sold 335 SPDR Gold Trust shares in Q1 2014, an estimated $39K.
Simply Money Advisors first reported a position in SPDR Gold Trust in Q2 2013 and held it in 3 quarters.
Simply Money Advisors's SPDR Gold Trust position peaked at $133K in Q2 2013.
812 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.