Altavista Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Altavista Wealth 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 Q4	$2.49M	Buy	68,489 +1,328	+2%	+$47.4K	0.5%	43
2021 Q3	$2.35M	Buy	67,161 +11,196	+20%	+$398K	0.52%	41
2021 Q2	$1.97M	Buy	55,965 +10,135	+22%	+$366K	0.43%	47
2021 Q1	$1.56M	Buy	45,830 +5,348	+13%	+$191K	0.38%	55
2020 Q4	$1.53M	Buy	40,482 +3,645	+10%	+$136K	0.39%	52
2020 Q3	$1.39M	Buy	36,837 +30,402	+472%	+$1.16M	0.38%	55
2020 Q2	$229K	Buy	+6,435	New	+$220K	0.07%	158

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

RWA

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Altavista Wealth Management's GLDM Position: Q4 2021 in Review

Altavista Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 2% in Q4 2021, buying an estimated $47.4K and bringing the position to 68,489 shares worth $2.49M. The position accounts for 0.5% of the portfolio, ranked #43.

Altavista Wealth Management first reported a position in GLDM in Q2 2020 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold GLDM as of Q4 2021.

Altavista Wealth Management held 68,489 shares of SPDR Gold MiniShares Trust worth $2.49M as of Q4 2021.
Altavista Wealth Management bought 1,328 SPDR Gold MiniShares Trust shares in Q4 2021, an estimated $47.4K.
SPDR Gold MiniShares Trust made up 0.5% of Altavista Wealth Management's portfolio in Q4 2021, its #43 holding.
Altavista Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 7 quarters since.
257 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.