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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's GLD Position: Q2 2017 in Review

WFG Advisors increased its SPDR Gold Trust (GLD) stake by 35% in Q2 2017, buying an estimated $481K and bringing the position to 15,673 shares worth $1.85M. The position accounts for 0.42% of the portfolio, ranked #60.

WFG Advisors first reported a position in GLD in Q2 2013 and has held it in 17 quarters since. The position peaked at $7.81M in Q3 2013. 921 funds tracked by Wall St. Rank hold GLD as of Q2 2017.

  • WFG Advisors held 15,673 shares of SPDR Gold Trust worth $1.85M as of Q2 2017.
  • WFG Advisors bought 4,022 SPDR Gold Trust shares in Q2 2017, an estimated $481K.
  • SPDR Gold Trust made up 0.42% of WFG Advisors's portfolio in Q2 2017, its #60 holding.
  • WFG Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's SPDR Gold Trust position peaked at $7.81M in Q3 2013.
  • 921 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.