PCG Wealth Advisors LLC Has $11.27 Million Stock Holdings in SPDR Gold Shares $GLD

PCG Wealth Advisors LLC lowered its holdings in shares of SPDR Gold Shares (NYSEARCA:GLDFree Report) by 18.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,443 shares of the exchange traded fund’s stock after selling 6,292 shares during the quarter. SPDR Gold Shares accounts for about 3.2% of PCG Wealth Advisors LLC’s portfolio, making the stock its 3rd biggest position. PCG Wealth Advisors LLC’s holdings in SPDR Gold Shares were worth $11,272,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Pinnacle Associates Ltd. boosted its holdings in shares of SPDR Gold Shares by 20.8% in the fourth quarter. Pinnacle Associates Ltd. now owns 15,315 shares of the exchange traded fund’s stock valued at $6,069,000 after buying an additional 2,641 shares during the period. Simmons Bank acquired a new stake in shares of SPDR Gold Shares during the fourth quarter worth $289,000. Bank Julius Baer & Co. Ltd Zurich lifted its position in SPDR Gold Shares by 2.5% in the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 11,507 shares of the exchange traded fund’s stock valued at $4,560,000 after acquiring an additional 278 shares in the last quarter. Western Wealth Management LLC lifted its position in SPDR Gold Shares by 84.8% in the 4th quarter. Western Wealth Management LLC now owns 46,019 shares of the exchange traded fund’s stock valued at $18,238,000 after acquiring an additional 21,123 shares in the last quarter. Finally, Allworth Financial LP boosted its stake in SPDR Gold Shares by 4.8% in the 4th quarter. Allworth Financial LP now owns 119,478 shares of the exchange traded fund’s stock worth $47,350,000 after purchasing an additional 5,499 shares during the period. Institutional investors own 42.19% of the company’s stock.

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SPDR Gold Shares Trading Down 0.8%

GLD stock opened at $427.21 on Friday. The stock has a 50-day moving average price of $436.63 and a two-hundred day moving average price of $422.96. SPDR Gold Shares has a 1 year low of $291.78 and a 1 year high of $509.70. The stock has a market cap of $155.38 billion, a PE ratio of -32.43 and a beta of 0.15.

About SPDR Gold Shares

(Free Report)

SPDR Gold Trust (the Trust) is an investment trust. The investment objective of the Trust is for the Shares to reflect the performance of the price of gold bullion, less the Trust’s expenses. The Trust’s business activity is the investment of gold. The Trust creates and redeems Shares from time to time, but in one or more Baskets (a Basket equals a block of 100,000 Shares). The Trust issues Shares in Baskets to certain authorized participants (Authorized Participants) on an ongoing basis. The creation and redemption of Baskets is only made in exchange for the delivery to the Trust or the distribution by the Trust of the amount of gold and any cash represented by the Baskets being created or redeemed, the amount of which will be based on the combined net asset value of various Shares included in the Baskets being created or redeemed determined on the day the order to create or redeem Baskets is properly received.

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Institutional Ownership by Quarter for SPDR Gold Shares (NYSEARCA:GLD)

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