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

Cooper Financial Group’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
Q1 		– Sell
-32,078
Closed -$1.22M – 271
2020
Q4 		$1.22M Buy
+32,078
New +$1.2M 0.25% 68

Other funds holding GLDM

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cooper Financial Group's GLDM Position: Q1 2021 in Review

Cooper Financial Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2021, closing a stake of 32,078 shares — an estimated $1.22M sold.

Cooper Financial Group first reported a position in GLDM in Q4 2020 and held it in 1 quarter. The position peaked at $1.22M in Q4 2020. 227 funds tracked by Wall St. Rank hold GLDM as of Q1 2021.

  • Cooper Financial Group reported no remaining SPDR Gold MiniShares Trust position as of Q1 2021 after selling out during the quarter.
  • Cooper Financial Group sold 32,078 SPDR Gold MiniShares Trust shares in Q1 2021, an estimated $1.22M.
  • Cooper Financial Group first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and held it in 1 quarter.
  • Cooper Financial Group's SPDR Gold MiniShares Trust position peaked at $1.22M in Q4 2020.
  • 227 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2021.

Based on Cooper Financial Group's 13F filing for Q1 2021, filed 17 May 2021.