20/20 Capital Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

20/20 Capital Management’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
2021 Q2	$6.22M	Buy	176,750 +9,476	+6%	+$342K	1.61%	16
2021 Q1	$5.69M	Buy	167,274 +1,843	+1%	+$65.8K	1.65%	18
2020 Q4	$6.05M	Buy	165,431 +12,043	+8%	+$450K	1.77%	16
2020 Q3	$5.77M	Buy	153,388 +2,585	+2%	+$98.6K	2.17%	12
2020 Q2	$6.1M	Sell	150,803 -9,382	-6%	-$321K	2.36%	12
2020 Q1	$5.48M	Buy	160,185 +8,045	+5%	+$254K	2.46%	11
2019 Q4	$4.75M	Buy	+152,140	New	+$4.5M	1.91%	12

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

20/20 Capital Management's GLDM Position: Q2 2021 in Review

20/20 Capital Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 5.7% in Q2 2021, buying an estimated $342K and bringing the position to 176,750 shares worth $6.22M. The position accounts for 1.61% of the portfolio, ranked #16.

20/20 Capital Management first reported a position in GLDM in Q4 2019 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold GLDM as of Q2 2021.

20/20 Capital Management held 176,750 shares of SPDR Gold MiniShares Trust worth $6.22M as of Q2 2021.
20/20 Capital Management bought 9,476 SPDR Gold MiniShares Trust shares in Q2 2021, an estimated $342K.
SPDR Gold MiniShares Trust made up 1.61% of 20/20 Capital Management's portfolio in Q2 2021, its #16 holding.
20/20 Capital Management first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 7 quarters since.
238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.