WFG Advisors’s SPDR Gold Trust GLD Stock Holding History

WFG 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
2017 Q2	$1.85M	Buy	15,673 +4,022	+35%	+$481K	0.42%	60
2017 Q1	$1.38M	Sell	11,651 -5,074	-30%	-$590K	0.37%	68
2016 Q4	$1.83M	Sell	16,725 -1,069	-6%	-$124K	0.45%	51
2016 Q3	$2.24M	Sell	17,794 -2,237	-11%	-$285K	0.56%	35
2016 Q2	$2.53M	Sell	20,031 -1,207	-6%	-$145K	0.68%	26
2016 Q1	$2.5M	Buy	21,238 +255	+1%	+$28.9K	0.72%	24
2015 Q4	$2.13M	Sell	20,983 -1,981	-9%	-$209K	0.64%	27
2015 Q3	$2.45M	Buy	22,964 +199	+0.9%	+$21.4K	0.77%	24
2015 Q2	$2.56M	Sell	22,765 -2,069	-8%	-$237K	0.7%	25
2015 Q1	$2.82M	Sell	24,834 -3,119	-11%	-$365K	0.79%	21
2014 Q4	$3.17M	Sell	27,953 -14,477	-34%	-$1.67M	0.64%	19
2014 Q3	$4.93M	Sell	42,430 -661	-2%	-$81.5K	0.94%	9
2014 Q2	$5.52M	Sell	43,091 -7,271	-14%	-$903K	1.03%	8
2014 Q1	$6.22M	Sell	50,362 -5,463	-10%	-$681K	1.25%	7
2013 Q4	$6.48M	Sell	55,825 -5,127	-8%	-$630K	0.92%	13
2013 Q3	$7.81M	Buy	60,952 +4,066	+7%	+$522K	1.21%	6
2013 Q2	$6.78M	Buy	+56,886	New	+$7.79M	1.13%	7

Other funds holding GLD

BlackRock New York $5.7T 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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return