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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CWM

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Goelzer Investment Management's GLDM Position: Q1 2022 in Review

Goelzer Investment Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2022, closing a stake of 11,151 shares — an estimated $405K sold.

Goelzer Investment Management first reported a position in GLDM in Q2 2019 and held it in 11 quarters. The position peaked at $490K in Q3 2020. 238 funds tracked by Wall St. Rank hold GLDM as of Q1 2022.

Goelzer Investment Management reported no remaining SPDR Gold MiniShares Trust position as of Q1 2022 after selling out during the quarter.
Goelzer Investment Management sold 11,151 SPDR Gold MiniShares Trust shares in Q1 2022, an estimated $405K.
Goelzer Investment Management first reported a position in SPDR Gold MiniShares Trust in Q2 2019 and held it in 11 quarters.
Goelzer Investment Management's SPDR Gold MiniShares Trust position peaked at $490K in Q3 2020.
238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2022.

Based on Goelzer Investment Management's 13F filing for Q1 2022, filed 10 May 2022.