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Vickerman & Driscoll Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Vickerman & Driscoll 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
2018
Q4 		– Sell
-222
Closed -$25K – 77
2018
Q3 		$25K Hold
222
– – 0.02% 93
2018
Q2 		$26K Sell
222
-13
-6% -$1.61K 0.02% 89
2018
Q1 		$30K Buy
235
+21
+10% +$2.65K 0.02% 90
2017
Q4 		$26K Buy
+214
New +$25.9K 0.02% 86

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EIM
Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's GLD Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of SPDR Gold Trust (GLD) in Q4 2018, closing a stake of 222 shares — an estimated $25K sold.

Vickerman & Driscoll Financial Advisors first reported a position in GLD in Q4 2017 and held it in 4 quarters. The position peaked at $30K in Q1 2018. 1,086 funds tracked by Wall St. Rank hold GLD as of Q4 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining SPDR Gold Trust position as of Q4 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 222 SPDR Gold Trust shares in Q4 2018, an estimated $25K.
  • Vickerman & Driscoll Financial Advisors first reported a position in SPDR Gold Trust in Q4 2017 and held it in 4 quarters.
  • Vickerman & Driscoll Financial Advisors's SPDR Gold Trust position peaked at $30K in Q1 2018.
  • 1,086 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.