US Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-829	Closed	-$98K	–	161
2016 Q1	$98K	Sell	829 -150	-15%	-$17K	0.17%	61
2015 Q4	$99K	Buy	979 +57	+6%	+$6.03K	0.09%	93
2015 Q3	$99K	Hold	922	–	–	0.16%	72
2015 Q2	$104K	Sell	922 -161	-15%	-$18.4K	0.1%	67
2015 Q1	$123K	Buy	1,083 +43	+4%	+$5.03K	0.11%	66
2014 Q4	$118K	Buy	+1,040	New	+$120K	0.11%	69

Other funds holding GLD

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Financial Advisors's GLD Position: Q2 2016 in Review

US Financial Advisors sold out of SPDR Gold Trust (GLD) in Q2 2016, closing a stake of 829 shares — an estimated $98K sold.

US Financial Advisors first reported a position in GLD in Q4 2014 and held it in 6 quarters. The position peaked at $123K in Q1 2015. 900 funds tracked by Wall St. Rank hold GLD as of Q2 2016.

US Financial Advisors reported no remaining SPDR Gold Trust position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 829 SPDR Gold Trust shares in Q2 2016, an estimated $98K.
US Financial Advisors first reported a position in SPDR Gold Trust in Q4 2014 and held it in 6 quarters.
US Financial Advisors's SPDR Gold Trust position peaked at $123K in Q1 2015.
900 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.