Triangle Securities Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Triangle Securities 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
2014 Q2	–	Sell	-2,715	Closed	-$419K	–	128
2014 Q1	$419K	Buy	+2,715	New	+$338K	0.38%	80
2013 Q4	–	Sell	-2,105	Closed	-$270K	–	124
2013 Q3	$270K	Hold	2,105	–	–	0.24%	101
2013 Q2	$251K	Buy	+2,105	New	+$288K	0.19%	106

Other funds holding GLD

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

ADICC

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triangle Securities Wealth Management's GLD Position: Q2 2014 in Review

Triangle Securities Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2014, closing a stake of 2,715 shares — an estimated $419K sold.

Triangle Securities Wealth Management first reported a position in GLD in Q2 2013 and held it in 3 quarters. The position peaked at $419K in Q1 2014. 810 funds tracked by Wall St. Rank hold GLD as of Q2 2014.

Triangle Securities Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2014 after selling out during the quarter.
Triangle Securities Wealth Management sold 2,715 SPDR Gold Trust shares in Q2 2014, an estimated $419K.
Triangle Securities Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and held it in 3 quarters.
Triangle Securities Wealth Management's SPDR Gold Trust position peaked at $419K in Q1 2014.
810 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2014.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2014, filed 16 Jul 2014.