WAS
GLD icon

WESPAC Advisors SoCal’s SPDR Gold Trust GLD Stock Holding History

WESPAC Advisors SoCal’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
-100
Closed -$12K – 169
2019
Q1 		$12K Buy
+100
New +$12.3K 0.01% 218
2018
Q4 		– Hold
0
– – – 223
2018
Q3 		– Hold
0
– – – 230
2018
Q2 		– Sell
-215
Closed -$27K – 149
2018
Q1 		$27K Buy
215
+115
+115% +$14.5K 0.02% 139
2017
Q4 		$12K Sell
100
-375
-79% -$45.5K 0.01% 183
2017
Q3 		$57K Hold
475
– – 0.03% 121
2017
Q2 		$56K Hold
475
– – 0.04% 117
2017
Q1 		$56.4K Hold
475
– – 0.04% 114
2016
Q4 		$52.1K Hold
475
– – 0.03% 117
2016
Q3 		$59.7K Buy
475
+28
+6% +$3.57K 0.04% 109
2016
Q2 		$56.5K Hold
447
– – 0.04% 116
2016
Q1 		$52.6K Hold
447
– – 0.04% 113
2015
Q4 		$45K Buy
+447
New +$47.3K 0.03% 128

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 $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return