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Welch Investments’s SPDR Gold Trust GLD Stock Holding History

Welch Investments’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
Q4 		$281K Hold
2,269
– – 0.18% 36
2017
Q3 		$276K Hold
2,269
– – 0.19% 36
2017
Q2 		$268K Hold
2,269
– – 0.2% 35
2017
Q1 		$269K Hold
2,269
– – 0.21% 36
2016
Q4 		$249K Buy
+2,269
New +$263K 0.22% 38

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

Welch Investments's GLD Position: Q4 2017 in Review

Welch Investments held its SPDR Gold Trust (GLD) position steady in Q4 2017 at 2,269 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #36.

Welch Investments first reported a position in GLD in Q4 2016 and has held it in 5 quarters since. 1,029 funds tracked by Wall St. Rank hold GLD as of Q4 2017.

  • Welch Investments held 2,269 shares of SPDR Gold Trust worth $281K as of Q4 2017.
  • Welch Investments left its SPDR Gold Trust share count unchanged in Q4 2017.
  • SPDR Gold Trust made up 0.18% of Welch Investments's portfolio in Q4 2017, its #36 holding.
  • Welch Investments first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 5 quarters since.
  • 1,029 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.