Goelzer Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Goelzer Investment 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
2022 Q1	–	Sell	-11,151	Closed	-$405K	–	221
2021 Q4	$405K	Hold	11,151	–	–	0.03%	194
2021 Q3	$389K	Hold	11,151	–	–	0.03%	189
2021 Q2	$393K	Hold	11,151	–	–	0.03%	194
2021 Q1	$379K	Hold	11,151	–	–	0.03%	184
2020 Q4	$422K	Sell	11,151 -1,872	-14%	-$70K	0.04%	176
2020 Q3	$490K	Hold	13,023	–	–	0.05%	197
2020 Q2	$463K	Hold	13,023	–	–	0.04%	191
2020 Q1	$409K	Hold	13,023	–	–	0.05%	198
2019 Q4	$394K	Hold	13,023	–	–	0.03%	208
2019 Q3	$383K	Buy	13,023 +1,667	+15%	+$49.1K	0.04%	206
2019 Q2	$320K	Buy	+11,356	New	+$297K	0.03%	218

Other funds holding GLDM

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return