CFA
GLDM icon

Carroll Financial Associates’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Carroll Financial 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
Q4 		$2K Hold
60
– – ﹤0.01% 1479
2021
Q3 		$2K Hold
60
– – ﹤0.01% 1555
2021
Q2 		$2K Hold
60
– – ﹤0.01% 1568
2021
Q1 		$2K Hold
60
– – ﹤0.01% 1502
2020
Q4 		$2K Hold
60
– – ﹤0.01% 1388
2020
Q3 		$2K Hold
60
– – ﹤0.01% 1331
2020
Q2 		$2K Hold
60
– – ﹤0.01% 1351
2020
Q1 		$1K Buy
+60
New +$1.89K ﹤0.01% 1364

Other funds holding GLDM

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
TI
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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Carroll Financial Associates's GLDM Position: Q4 2021 in Review

Carroll Financial Associates held its SPDR Gold MiniShares Trust (GLDM) position steady in Q4 2021 at 60 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Carroll Financial Associates first reported a position in GLDM in Q1 2020 and has held it in 8 quarters since. 257 funds tracked by Wall St. Rank hold GLDM as of Q4 2021.

  • Carroll Financial Associates held 60 shares of SPDR Gold MiniShares Trust worth $2K as of Q4 2021.
  • Carroll Financial Associates left its SPDR Gold MiniShares Trust share count unchanged in Q4 2021.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1479 holding.
  • Carroll Financial Associates first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and has held it in 8 quarters since.
  • 257 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.