Portfolio changes · featured 13Fs

Activity

Moves in GLD across featured managers — New / Exit / Add / Reduce.

6 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

GLD · all sizes

6 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 4
GLD	Exit	Dan Loeb - Third Point	−1.96%	was 2.0%	Q1→Q2
GLD	Exit	First Pacific Advisors	−0.08%	was 0.08%	Q1→Q2
GLD	Add	Mairs & Power	+0.01%	+145.8% sh	Q1→Q2
GLD	Reduce	David Einhorn - DME Capital Management	−0.56%	−16.3% sh	Q1→Q2
11 Aug 1
GLD	Reduce	Murray Stahl - Horizon Kinetics Asset Management	0.00%	−5.5% sh	Q1→Q2
10 Jul 1
GLD	Add	Kentucky Trust Co. - Kentucky Trust	0.00%	+20.3% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home