WA
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Winfield Associates’s SPDR Gold Trust GLD Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-520
Closed -$65K – 324
2017
Q4 		$65K Hold
520
– – 0.03% 178
2017
Q3 		$63K Hold
520
– – 0.03% 179
2017
Q2 		$61K Hold
520
– – 0.03% 178
2017
Q1 		$62K Buy
520
+200
+63% +$23.3K 0.04% 174
2016
Q4 		$35K Hold
320
– – 0.02% 206
2016
Q3 		$40K Hold
320
– – 0.03% 189
2016
Q2 		$40K Buy
320
+200
+167% +$24.1K 0.03% 188
2016
Q1 		$14K Hold
120
– – 0.01% 277
2015
Q4 		$12K Buy
120
+20
+20% +$2.11K 0.01% 237
2015
Q3 		$11K Hold
100
– – 0.01% 240
2015
Q2 		$11K Hold
100
– – 0.01% 224
2015
Q1 		$11K Hold
100
– – 0.01% 230
2014
Q4 		$11K Hold
100
– – 0.01% 234
2014
Q3 		$12K Sell
100
-211
-68% -$26K 0.01% 230
2014
Q2 		$39K Hold
311
– – 0.03% 182
2014
Q1 		$38K Hold
311
– – 0.03% 169
2013
Q4 		$36K Buy
+311
New +$38.2K 0.03% 177

Other funds holding GLD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return