Donoghue Forlines’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Donoghue Forlines’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 Q4	–	Sell	-231,135	Closed	-$8.07M	–	272
2021 Q3	$8.07M	Sell	231,135 -18,168	-7%	-$647K	1.56%	14
2021 Q2	$8.78M	Sell	249,303 -19,690	-7%	-$711K	1.64%	13
2021 Q1	$9.15M	Sell	268,993 -13,460	-5%	-$481K	1.78%	15
2020 Q4	$10.7M	Sell	282,453 -25,493	-8%	-$953K	2.07%	12
2020 Q3	$11.6M	Buy	307,946 +15,000	+5%	+$572K	3.17%	9
2020 Q2	$10.4M	Buy	+292,946	New	+$10M	2.71%	13

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Donoghue Forlines's GLDM Position: Q4 2021 in Review

Donoghue Forlines sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2021, closing a stake of 231,135 shares — an estimated $8.07M sold.

Donoghue Forlines first reported a position in GLDM in Q2 2020 and held it in 6 quarters. The position peaked at $11.6M in Q3 2020. 257 funds tracked by Wall St. Rank hold GLDM as of Q4 2021.

Donoghue Forlines reported no remaining SPDR Gold MiniShares Trust position as of Q4 2021 after selling out during the quarter.
Donoghue Forlines sold 231,135 SPDR Gold MiniShares Trust shares in Q4 2021, an estimated $8.07M.
Donoghue Forlines first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and held it in 6 quarters.
Donoghue Forlines's SPDR Gold MiniShares Trust position peaked at $11.6M in Q3 2020.
257 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2021.

Based on Donoghue Forlines's 13F filing for Q4 2021, filed 11 Feb 2022.