Cardan Capital Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cardan Capital Partners’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 Q3	$18.5M	Sell	529,653 -2,024	-0.4%	-$72K	2.07%	6
2021 Q2	$18.7M	Sell	531,677 -6,643	-1%	-$240K	2.08%	6
2021 Q1	$18.3M	Sell	538,320 -84,706	-14%	-$3.02M	2.2%	8
2020 Q4	$23.6M	Buy	623,026 +36,400	+6%	+$1.36M	2.91%	9
2020 Q3	$22.1M	Buy	586,626 +31,925	+6%	+$1.22M	2.93%	6
2020 Q2	$19.7M	Buy	554,701 +38,059	+7%	+$1.3M	2.82%	5
2020 Q1	$16.2M	Buy	+516,642	New	+$16.3M	2.7%	10

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

AHSSHC

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cardan Capital Partners's GLDM Position: Q3 2021 in Review

Cardan Capital Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.38% in Q3 2021, selling an estimated $72K and leaving 529,653 shares worth $18.5M. The position accounts for 2.07% of the portfolio, ranked #6.

Cardan Capital Partners first reported a position in GLDM in Q1 2020 and has held it in 7 quarters since. The position peaked at $23.6M in Q4 2020. 233 funds tracked by Wall St. Rank hold GLDM as of Q3 2021.

Cardan Capital Partners held 529,653 shares of SPDR Gold MiniShares Trust worth $18.5M as of Q3 2021.
Cardan Capital Partners sold 2,024 SPDR Gold MiniShares Trust shares in Q3 2021, an estimated $72K.
SPDR Gold MiniShares Trust made up 2.07% of Cardan Capital Partners's portfolio in Q3 2021, its #6 holding.
Cardan Capital Partners first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and has held it in 7 quarters since.
Cardan Capital Partners's SPDR Gold MiniShares Trust position peaked at $23.6M in Q4 2020.
233 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.