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Gold Investment Management’s Global X Defense Tech ETF SHLD Stock Holding History

Gold Investment Management’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-72
Closed -$2.69K – 218
2024
Q4 		$2.69K Hold
72
– – ﹤0.01% 196
2024
Q3 		$2.68K Hold
72
– – ﹤0.01% 189
2024
Q2 		$2.38K Hold
72
– – ﹤0.01% 194
2024
Q1 		$2.39K Buy
+72
New +$2.16K ﹤0.01% 196

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gold Investment Management's SHLD Position: Q1 2025 in Review

Gold Investment Management sold out of Global X Defense Tech ETF (SHLD) in Q1 2025, closing a stake of 72 shares — an estimated $2.69K sold.

Gold Investment Management first reported a position in SHLD in Q1 2024 and held it in 4 quarters. The position peaked at $2.69K in Q4 2024. 136 funds tracked by Wall St. Rank hold SHLD as of Q1 2025.

  • Gold Investment Management reported no remaining Global X Defense Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Gold Investment Management sold 72 Global X Defense Tech ETF shares in Q1 2025, an estimated $2.69K.
  • Gold Investment Management first reported a position in Global X Defense Tech ETF in Q1 2024 and held it in 4 quarters.
  • Gold Investment Management's Global X Defense Tech ETF position peaked at $2.69K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2025.

Based on Gold Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.