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

Atlas Private 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
Q2 		– Sell
-174
Closed -$6K – 214
2021
Q1 		$6K Buy
+174
New +$6.21K ﹤0.01% 338

Other funds holding GLDM

Sumitomo Mitsui Trust Group
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
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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Private Wealth Management's GLDM Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2021, closing a stake of 174 shares — an estimated $6K sold.

Atlas Private Wealth Management first reported a position in GLDM in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 238 funds tracked by Wall St. Rank hold GLDM as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 174 SPDR Gold MiniShares Trust shares in Q2 2021, an estimated $6K.
  • Atlas Private Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Management's SPDR Gold MiniShares Trust position peaked at $6K in Q1 2021.
  • 238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.