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

Ullmann 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
2017
Q3 		– Sell
-129
Closed -$15K – 77
2017
Q2 		$15K Buy
+129
New +$15.4K 0.01% 129

Other funds holding GLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ullmann Wealth Partners Group's GLD Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of SPDR Gold Trust (GLD) in Q3 2017, closing a stake of 129 shares — an estimated $15K sold.

Ullmann Wealth Partners Group first reported a position in GLD in Q2 2017 and held it in 1 quarter. The position peaked at $15K in Q2 2017. 930 funds tracked by Wall St. Rank hold GLD as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining SPDR Gold Trust position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 129 SPDR Gold Trust shares in Q3 2017, an estimated $15K.
  • Ullmann Wealth Partners Group first reported a position in SPDR Gold Trust in Q2 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's SPDR Gold Trust position peaked at $15K in Q2 2017.
  • 930 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.