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Advisor Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Advisor Group’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 		$104K Sell
3,461
-146
-4% -$4.32K ﹤0.01% 2918
2019
Q3 		$106K Buy
3,607
+124
+4% +$3.65K ﹤0.01% 2845
2019
Q2 		$98K Sell
3,483
-212
-6% -$5.54K ﹤0.01% 2876
2019
Q1 		$95K Buy
3,695
+2,348
+174% +$61.2K ﹤0.01% 2906
2018
Q4 		$34K Buy
+1,347
New +$33.1K ﹤0.01% 3457

Other funds holding GLDM

CC
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Advisor Group's GLDM Position: Q4 2019 in Review

Advisor Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 4% in Q4 2019, selling an estimated $4.32K and leaving 3,461 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

Advisor Group first reported a position in GLDM in Q4 2018 and has held it in 5 quarters since. The position peaked at $106K in Q3 2019. 116 funds tracked by Wall St. Rank hold GLDM as of Q4 2019.

  • Advisor Group held 3,461 shares of SPDR Gold MiniShares Trust worth $104K as of Q4 2019.
  • Advisor Group sold 146 SPDR Gold MiniShares Trust shares in Q4 2019, an estimated $4.32K.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2918 holding.
  • Advisor Group first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's SPDR Gold MiniShares Trust position peaked at $106K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.