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Davidson Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Davidson Investment Advisors’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
Q2 		– Sell
-12,814
Closed -$493K – 102
2022
Q1 		$493K Sell
12,814
-791
-6% -$29.5K 0.04% 88
2021
Q4 		$495K Buy
13,605
+3,460
+34% +$124K 0.04% 90
2021
Q3 		$354K Buy
10,145
+2,182
+27% +$77.7K 0.03% 96
2021
Q2 		$280K Buy
+7,963
New +$287K 0.02% 98

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Davidson Investment Advisors's GLDM Position: Q2 2022 in Review

Davidson Investment Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2022, closing a stake of 12,814 shares — an estimated $493K sold.

Davidson Investment Advisors first reported a position in GLDM in Q2 2021 and held it in 4 quarters. The position peaked at $495K in Q4 2021. 273 funds tracked by Wall St. Rank hold GLDM as of Q2 2022.

  • Davidson Investment Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q2 2022 after selling out during the quarter.
  • Davidson Investment Advisors sold 12,814 SPDR Gold MiniShares Trust shares in Q2 2022, an estimated $493K.
  • Davidson Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and held it in 4 quarters.
  • Davidson Investment Advisors's SPDR Gold MiniShares Trust position peaked at $495K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2022.

Based on Davidson Investment Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.