First Allied Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

First Allied Advisory Services’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 Q3	$467K	Buy	+12,416	New	+$473K	0.02%	735
2020 Q2	–	Sell	-7,508	Closed	-$236K	–	1149
2020 Q1	$236K	Sell	7,508 -11,230	-60%	-$354K	0.01%	862
2019 Q4	$563K	Buy	+18,738	New	+$555K	0.02%	670

Other funds holding GLDM

Bank of New York Mellon New York $609B AUM 40.19% 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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CIA

CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Allied Advisory Services's GLDM Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q3 2020: 12,416 shares worth $467K. The stake represents 0.02% of the portfolio and ranks #735 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in GLDM as recently as Q1 2020.

First Allied Advisory Services first reported a position in GLDM in Q4 2019 and has held it in 3 quarters since. The position peaked at $563K in Q4 2019. 200 funds tracked by Wall St. Rank hold GLDM as of Q3 2020.

First Allied Advisory Services held 12,416 shares of SPDR Gold MiniShares Trust worth $467K as of Q3 2020.
SPDR Gold MiniShares Trust was a new First Allied Advisory Services position in Q3 2020.
SPDR Gold MiniShares Trust made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #735 holding.
First Allied Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 3 quarters since.
First Allied Advisory Services's SPDR Gold MiniShares Trust position peaked at $563K in Q4 2019.
200 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.