Cascadia Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cascadia Advisory Services’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	-152,568	Closed	-$5.19M	–	245
2021 Q1	$5.19M	Buy	+152,568	New	+$5.45M	1.15%	17
2020 Q3	$1.24M	Buy	+32,837	New	+$1.25M	0.35%	86

Other funds holding GLDM

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

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

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

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

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

Cascadia Advisory Services's GLDM Position: Q2 2021 in Review

Cascadia Advisory Services sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2021, closing a stake of 152,568 shares — an estimated $5.19M sold.

Cascadia Advisory Services first reported a position in GLDM in Q3 2020 and held it in 2 quarters. The position peaked at $5.19M in Q1 2021. 238 funds tracked by Wall St. Rank hold GLDM as of Q2 2021.

Cascadia Advisory Services reported no remaining SPDR Gold MiniShares Trust position as of Q2 2021 after selling out during the quarter.
Cascadia Advisory Services sold 152,568 SPDR Gold MiniShares Trust shares in Q2 2021, an estimated $5.19M.
Cascadia Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and held it in 2 quarters.
Cascadia Advisory Services's SPDR Gold MiniShares Trust position peaked at $5.19M in Q1 2021.
238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2021.

Based on Cascadia Advisory Services's 13F filing for Q2 2021, filed 11 Aug 2021.