1 North Wealth Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

1 North Wealth Services’s Portfolio GLDM Stock Details GLDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.53M	Buy	+50,627	New	+$1.5M	0.95%	32

Other funds holding GLDM

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIS

American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

1 North Wealth Services's GLDM Position: Q4 2019 in Review

1 North Wealth Services opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q4 2019: 50,627 shares worth $1.53M. The stake represents 0.95% of the portfolio and ranks #32 among its holdings.

116 funds tracked by Wall St. Rank hold GLDM as of Q4 2019.

1 North Wealth Services held 50,627 shares of SPDR Gold MiniShares Trust worth $1.53M as of Q4 2019.
SPDR Gold MiniShares Trust was a new 1 North Wealth Services position in Q4 2019.
SPDR Gold MiniShares Trust made up 0.95% of 1 North Wealth Services's portfolio in Q4 2019, its #32 holding.
116 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.