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Stifel Trust’s SPDR Gold Trust GLD Stock Holding History

Stifel Trust’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
Q3 		$6K Hold
50
– – ﹤0.01% 466
2014
Q2 		$7K Sell
50
-30
-38% -$3.73K ﹤0.01% 395
2014
Q1 		$10K Sell
80
-295
-79% -$36.8K ﹤0.01% 394
2013
Q4 		$44K Hold
375
– – 0.01% 269
2013
Q3 		$49K Hold
375
– – 0.01% 260
2013
Q2 		$45K Buy
+375
New +$51.4K 0.01% 257

Other funds holding GLD

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ADICC
Abu Dhabi Investment Council Co Abu Dhabi, United Arab Emirates $16.7M AUM 8.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Stifel Trust's GLD Position: Q3 2014 in Review

Stifel Trust held its SPDR Gold Trust (GLD) position steady in Q3 2014 at 50 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Stifel Trust first reported a position in GLD in Q2 2013 and has held it in 6 quarters since. The position peaked at $49K in Q3 2013. 777 funds tracked by Wall St. Rank hold GLD as of Q3 2014.

  • Stifel Trust held 50 shares of SPDR Gold Trust worth $6K as of Q3 2014.
  • Stifel Trust left its SPDR Gold Trust share count unchanged in Q3 2014.
  • SPDR Gold Trust made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #466 holding.
  • Stifel Trust first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's SPDR Gold Trust position peaked at $49K in Q3 2013.
  • 777 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.