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Calton & Associates’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Calton & Associates’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
Q1 		– Sell
-24,764
Closed -$938K – 411
2020
Q4 		$938K Sell
24,764
-1,037
-4% -$38.8K 0.17% 113
2020
Q3 		$970K Buy
+25,801
New +$984K 0.2% 90

Other funds holding GLDM

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Calton & Associates's GLDM Position: Q1 2021 in Review

Calton & Associates sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2021, closing a stake of 24,764 shares — an estimated $938K sold.

Calton & Associates first reported a position in GLDM in Q3 2020 and held it in 2 quarters. The position peaked at $970K in Q3 2020. 227 funds tracked by Wall St. Rank hold GLDM as of Q1 2021.

  • Calton & Associates reported no remaining SPDR Gold MiniShares Trust position as of Q1 2021 after selling out during the quarter.
  • Calton & Associates sold 24,764 SPDR Gold MiniShares Trust shares in Q1 2021, an estimated $938K.
  • Calton & Associates first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and held it in 2 quarters.
  • Calton & Associates's SPDR Gold MiniShares Trust position peaked at $970K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2021.

Based on Calton & Associates's 13F filing for Q1 2021, filed 3 May 2021.