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Strategic Wealth Partners Group’s SPDR Gold Trust GLD Stock Holding History

Strategic Wealth Partners Group’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
2018
Q3 		– Sell
-421
Closed -$50K – 37
2018
Q2 		$50K Hold
421
– – 0.98% 15
2018
Q1 		$53K Buy
+421
New +$53.1K 4.14% 7

Other funds holding GLD

GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 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
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
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
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
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Strategic Wealth Partners Group's GLD Position: Q3 2018 in Review

Strategic Wealth Partners Group sold out of SPDR Gold Trust (GLD) in Q3 2018, closing a stake of 421 shares — an estimated $50K sold.

Strategic Wealth Partners Group first reported a position in GLD in Q1 2018 and held it in 2 quarters. The position peaked at $53K in Q1 2018. 1,006 funds tracked by Wall St. Rank hold GLD as of Q3 2018.

  • Strategic Wealth Partners Group reported no remaining SPDR Gold Trust position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 421 SPDR Gold Trust shares in Q3 2018, an estimated $50K.
  • Strategic Wealth Partners Group first reported a position in SPDR Gold Trust in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners Group's SPDR Gold Trust position peaked at $53K in Q1 2018.
  • 1,006 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2018.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2018, filed 14 Nov 2018.