Oxford Financial Group LTD. LLC Has $655,000 Stock Position in SPDR Gold Shares (NYSEARCA:GLD)

Oxford Financial Group LTD. LLC increased its position in shares of SPDR Gold Shares (NYSEARCA:GLD) by 198.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,707 shares of the exchange traded fund’s stock after acquiring an additional 1,800 shares during the quarter. Oxford Financial Group LTD. LLC’s holdings in SPDR Gold Shares were worth $655,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. TD Private Client Wealth LLC raised its holdings in shares of SPDR Gold Shares by 14.2% during the fourth quarter. TD Private Client Wealth LLC now owns 39,519 shares of the exchange traded fund’s stock valued at $9,569,000 after acquiring an additional 4,904 shares during the period. Kiker Wealth Management LLC acquired a new stake in shares of SPDR Gold Shares during the fourth quarter valued at approximately $379,000. DCF Advisers LLC raised its holdings in shares of SPDR Gold Shares by 56.5% during the fourth quarter. DCF Advisers LLC now owns 18,000 shares of the exchange traded fund’s stock valued at $4,358,000 after acquiring an additional 6,500 shares during the period. Whittier Trust Co. of Nevada Inc. raised its holdings in shares of SPDR Gold Shares by 0.6% during the fourth quarter. Whittier Trust Co. of Nevada Inc. now owns 14,445 shares of the exchange traded fund’s stock valued at $3,498,000 after acquiring an additional 80 shares during the period. Finally, Douglass Winthrop Advisors LLC raised its holdings in shares of SPDR Gold Shares by 4.2% during the fourth quarter. Douglass Winthrop Advisors LLC now owns 4,231 shares of the exchange traded fund’s stock valued at $1,024,000 after acquiring an additional 170 shares during the period. Institutional investors and hedge funds own 42.19% of the company’s stock.

SPDR Gold Shares Price Performance

GLD stock opened at $280.75 on Friday. SPDR Gold Shares has a 52-week low of $199.72 and a 52-week high of $281.48. The company’s 50 day simple moving average is $263.87 and its 200-day simple moving average is $250.73. The firm has a market capitalization of $84.39 billion, a P/E ratio of -29.30 and a beta of 0.20.

SPDR Gold Shares Profile

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).