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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

BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return