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Cornerstone Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cornerstone Wealth Management’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
-33,647
Closed -$1.27M – 464
2020
Q4 		$1.27M Sell
33,647
-1,523
-4% -$56.9K 0.16% 122
2020
Q3 		$1.32M Sell
35,170
-31
-0.1% -$1.18K 0.2% 104
2020
Q2 		$1.25M Buy
+35,201
New +$1.2M 0.2% 103

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

Cornerstone Wealth Management's GLDM Position: Q1 2021 in Review

Cornerstone Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2021, closing a stake of 33,647 shares — an estimated $1.27M sold.

Cornerstone Wealth Management first reported a position in GLDM in Q2 2020 and held it in 3 quarters. The position peaked at $1.32M in Q3 2020. 227 funds tracked by Wall St. Rank hold GLDM as of Q1 2021.

  • Cornerstone Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q1 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 33,647 SPDR Gold MiniShares Trust shares in Q1 2021, an estimated $1.27M.
  • Cornerstone Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and held it in 3 quarters.
  • Cornerstone Wealth Management's SPDR Gold MiniShares Trust position peaked at $1.32M in Q3 2020.
  • 227 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2021.

Based on Cornerstone Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.