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Concourse Financial Group Securities’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Concourse Financial Group Securities’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
-1,386
Closed -$47.4K – 2144
2020
Q1 		$44K Buy
+1,386
New +$43.7K ﹤0.01% 953
2019
Q1 		– Sell
-85
Closed -$2.21K – 2315
2018
Q4 		$2K Buy
+85
New +$2.09K ﹤0.01% 1913

Other funds holding GLDM

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $5.57B AUM 23.85% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Concourse Financial Group Securities's GLDM Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2020, closing a stake of 1,386 shares — an estimated $47.4K sold.

Concourse Financial Group Securities first reported a position in GLDM in Q4 2018 and held it in 2 quarters. The position peaked at $44K in Q1 2020. 174 funds tracked by Wall St. Rank hold GLDM as of Q2 2020.

  • Concourse Financial Group Securities reported no remaining SPDR Gold MiniShares Trust position as of Q2 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,386 SPDR Gold MiniShares Trust shares in Q2 2020, an estimated $47.4K.
  • Concourse Financial Group Securities first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and held it in 2 quarters.
  • Concourse Financial Group Securities's SPDR Gold MiniShares Trust position peaked at $44K in Q1 2020.
  • 174 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.