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CSat Investment Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-1,433,845
Closed -$53.9M – 697
2020
Q3 		$53.9M Buy
1,433,845
+1,035,618
+260% +$39.5M 4.8% 5
2020
Q2 		$14.1M Buy
+398,227
New +$13.6M 1.72% 6

Other funds holding GLDM

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CSat Investment Advisory's GLDM Position: Q4 2020 in Review

CSat Investment Advisory sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2020, closing a stake of 1,433,845 shares — an estimated $53.9M sold.

CSat Investment Advisory first reported a position in GLDM in Q2 2020 and held it in 2 quarters. The position peaked at $53.9M in Q3 2020. 225 funds tracked by Wall St. Rank hold GLDM as of Q4 2020.

  • CSat Investment Advisory reported no remaining SPDR Gold MiniShares Trust position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,433,845 SPDR Gold MiniShares Trust shares in Q4 2020, an estimated $53.9M.
  • CSat Investment Advisory first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's SPDR Gold MiniShares Trust position peaked at $53.9M in Q3 2020.
  • 225 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.