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Claraphi Advisory Network’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-6,749
Closed -$212K – 634
2020
Q1 		$212K Buy
+6,749
New +$213K 0.1% 185

Other funds holding GLDM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Claraphi Advisory Network's GLDM Position: Q2 2020 in Review

Claraphi Advisory Network sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2020, closing a stake of 6,749 shares — an estimated $212K sold.

Claraphi Advisory Network first reported a position in GLDM in Q1 2020 and held it in 1 quarter. The position peaked at $212K in Q1 2020. 174 funds tracked by Wall St. Rank hold GLDM as of Q2 2020.

  • Claraphi Advisory Network reported no remaining SPDR Gold MiniShares Trust position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 6,749 SPDR Gold MiniShares Trust shares in Q2 2020, an estimated $212K.
  • Claraphi Advisory Network first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's SPDR Gold MiniShares Trust position peaked at $212K in Q1 2020.
  • 174 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.