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Comprehensive Financial Consultants Institutional’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-42
Closed -$3K – 281
2021
Q4 		$3K Buy
+42
New +$1.5K ﹤0.01% 412

Other funds holding GLDM

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's GLDM Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2022, closing a stake of 42 shares — an estimated $3K sold.

Comprehensive Financial Consultants Institutional first reported a position in GLDM in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 238 funds tracked by Wall St. Rank hold GLDM as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining SPDR Gold MiniShares Trust position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 42 SPDR Gold MiniShares Trust shares in Q1 2022, an estimated $3K.
  • Comprehensive Financial Consultants Institutional first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's SPDR Gold MiniShares Trust position peaked at $3K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.