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Halpern Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Halpern Financial’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
Q1 		– Sell
-157
Closed -$5.93K – 262
2020
Q4 		$5.93K Hold
157
– – ﹤0.01% 156
2020
Q3 		$5.88K Buy
+157
New +$5.99K ﹤0.01% 145

Other funds holding GLDM

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Halpern Financial's GLDM Position: Q1 2021 in Review

Halpern Financial sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2021, closing a stake of 157 shares — an estimated $5.93K sold.

Halpern Financial first reported a position in GLDM in Q3 2020 and held it in 2 quarters. The position peaked at $5.93K in Q4 2020. 227 funds tracked by Wall St. Rank hold GLDM as of Q1 2021.

  • Halpern Financial reported no remaining SPDR Gold MiniShares Trust position as of Q1 2021 after selling out during the quarter.
  • Halpern Financial sold 157 SPDR Gold MiniShares Trust shares in Q1 2021, an estimated $5.93K.
  • Halpern Financial first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and held it in 2 quarters.
  • Halpern Financial's SPDR Gold MiniShares Trust position peaked at $5.93K in Q4 2020.
  • 227 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2021.

Based on Halpern Financial's 13F filing for Q1 2021, filed 21 Sep 2023.