TWM
GLD icon

Torch Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Torch Wealth 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
2019
Q4 		$614K Sell
4,303
-200
-4% -$27.9K 0.34% 69
2019
Q3 		$625K Hold
4,503
– – 0.37% 66
2019
Q2 		$600K Hold
4,503
– – 0.36% 67
2019
Q1 		$549K Buy
4,503
+480
+12% +$59.1K 0.34% 67
2018
Q4 		$488K Sell
4,023
-55
-1% -$6.39K 0.35% 62
2018
Q3 		$460K Sell
4,078
-400
-9% -$45.9K 0.28% 74
2018
Q2 		$531K Buy
4,478
+215
+5% +$26.6K 0.33% 67
2018
Q1 		$536K Buy
4,263
+325
+8% +$41K 0.35% 70
2017
Q4 		$487K Hold
3,938
– – 0.3% 75
2017
Q3 		$479K Buy
3,938
+435
+12% +$52.9K 0.31% 71
2017
Q2 		$413K Hold
3,503
– – 0.29% 74
2017
Q1 		$416K Buy
3,503
+250
+8% +$29.1K 0.28% 76
2016
Q4 		$357K Buy
3,253
+300
+10% +$34.8K 0.25% 80
2016
Q3 		$371K Hold
2,953
– – 0.27% 75
2016
Q2 		$373K Sell
2,953
-450
-13% -$54.2K 0.27% 77
2016
Q1 		$400K Hold
3,403
– – 0.3% 69
2015
Q4 		$345K Sell
3,403
-160
-4% -$16.9K 0.25% 78
2015
Q3 		$381K Hold
3,563
– – 0.29% 73
2015
Q2 		$400K Buy
+3,563
New +$408K 0.28% 75
2014
Q4 		– Sell
-17,750
Closed -$2.06M – 95
2014
Q3 		$2.06M Sell
17,750
-430
-2% -$53K 1.51% 23
2014
Q2 		$2.33M Buy
18,180
+500
+3% +$62.1K 1.58% 17
2014
Q1 		$2.19M Buy
17,680
+800
+5% +$99.7K 1.58% 18
2013
Q4 		$1.96M Buy
+16,880
New +$2.07M 1.5% 21

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Torch Wealth Management's GLD Position: Q4 2019 in Review

Torch Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4.4% in Q4 2019, selling an estimated $27.9K and leaving 4,303 shares worth $614K. The position accounts for 0.34% of the portfolio, ranked #69.

Torch Wealth Management first reported a position in GLD in Q4 2013 and has held it in 23 quarters since. The position peaked at $2.33M in Q2 2014. 1,279 funds tracked by Wall St. Rank hold GLD as of Q4 2019.

  • Torch Wealth Management held 4,303 shares of SPDR Gold Trust worth $614K as of Q4 2019.
  • Torch Wealth Management sold 200 SPDR Gold Trust shares in Q4 2019, an estimated $27.9K.
  • SPDR Gold Trust made up 0.34% of Torch Wealth Management's portfolio in Q4 2019, its #69 holding.
  • Torch Wealth Management first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 23 quarters since.
  • Torch Wealth Management's SPDR Gold Trust position peaked at $2.33M in Q2 2014.
  • 1,279 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.