TWMH
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Tiedemann Wealth Management Holdings’s SPDR Gold Trust GLD Stock Holding History

Tiedemann Wealth Management Holdings’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
Q1 		– Sell
-4,147
Closed -$454K – 14
2016
Q4 		$454K Buy
+4,147
New +$481K 1.01% 15

Other funds holding GLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OW
Orbis World Road Town, Tortola, British Virgin Islands $154M AUM 2.78% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Tiedemann Wealth Management Holdings's GLD Position: Q1 2017 in Review

Tiedemann Wealth Management Holdings sold out of SPDR Gold Trust (GLD) in Q1 2017, closing a stake of 4,147 shares — an estimated $454K sold.

Tiedemann Wealth Management Holdings first reported a position in GLD in Q4 2016 and held it in 1 quarter. The position peaked at $454K in Q4 2016. 913 funds tracked by Wall St. Rank hold GLD as of Q1 2017.

  • Tiedemann Wealth Management Holdings reported no remaining SPDR Gold Trust position as of Q1 2017 after selling out during the quarter.
  • Tiedemann Wealth Management Holdings sold 4,147 SPDR Gold Trust shares in Q1 2017, an estimated $454K.
  • Tiedemann Wealth Management Holdings first reported a position in SPDR Gold Trust in Q4 2016 and held it in 1 quarter.
  • Tiedemann Wealth Management Holdings's SPDR Gold Trust position peaked at $454K in Q4 2016.
  • 913 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q1 2017, filed 8 May 2017.