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Wellesley Investment Partners’s SPDR Gold Trust GLD Stock Holding History

Wellesley Investment Partners’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
2019
Q2 		– Sell
-2,056
Closed -$250K – 116
2019
Q1 		$250K Buy
2,056
+125
+6% +$15.4K 0.09% 104
2018
Q4 		$234K Buy
1,931
+66
+4% +$7.67K 0.08% 110
2018
Q3 		$210K Hold
1,865
– – 0.07% 123
2018
Q2 		$221K Sell
1,865
-29
-2% -$3.59K 0.08% 126
2018
Q1 		$238K Buy
1,894
+175
+10% +$22.1K 0.09% 115
2017
Q4 		$212K Hold
1,719
– – 0.08% 122
2017
Q3 		$208K Hold
1,719
– – 0.09% 117
2017
Q2 		$202K Buy
+1,719
New +$206K 0.08% 117

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Wellesley Investment Partners's GLD Position: Q2 2019 in Review

Wellesley Investment Partners sold out of SPDR Gold Trust (GLD) in Q2 2019, closing a stake of 2,056 shares — an estimated $250K sold.

Wellesley Investment Partners first reported a position in GLD in Q2 2017 and held it in 8 quarters. The position peaked at $250K in Q1 2019. 1,100 funds tracked by Wall St. Rank hold GLD as of Q2 2019.

  • Wellesley Investment Partners reported no remaining SPDR Gold Trust position as of Q2 2019 after selling out during the quarter.
  • Wellesley Investment Partners sold 2,056 SPDR Gold Trust shares in Q2 2019, an estimated $250K.
  • Wellesley Investment Partners first reported a position in SPDR Gold Trust in Q2 2017 and held it in 8 quarters.
  • Wellesley Investment Partners's SPDR Gold Trust position peaked at $250K in Q1 2019.
  • 1,100 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2019.

Based on Wellesley Investment Partners's 13F filing for Q2 2019, filed 5 Aug 2019.