IndexIQ Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

IndexIQ Advisors’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	$2.32M	Sell	60,389 -54,414	-47%	-$2.03M	0.08%	218
2021 Q4	$4.17M	Sell	114,803 -3,941	-3%	-$141K	0.14%	119
2021 Q3	$4.15M	Buy	118,744 +45,011	+61%	+$1.6M	0.14%	118
2021 Q2	$2.6M	Buy	73,733 +52,065	+240%	+$1.88M	0.09%	205
2021 Q1	$736K	Buy	21,668 +14,028	+184%	+$501K	0.03%	308
2020 Q4	$289K	Buy	7,640 +6,734	+743%	+$252K	0.01%	700
2020 Q3	$34K	Sell	906 -17,436	-95%	-$665K	﹤0.01%	1007
2020 Q2	$651K	Buy	18,342 +16,867	+1,144%	+$577K	0.03%	220
2020 Q1	$46K	Buy	1,475 +1,422	+2,683%	+$44.9K	﹤0.01%	756
2019 Q4	$2K	Sell	53 -10,823	-100%	-$320K	﹤0.01%	798
2019 Q3	$320K	Buy	+10,876	New	+$320K	0.01%	494

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 $3.37T AUM 44.26% 1-Year Est. Return

CWM

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

IndexIQ Advisors's GLDM Position: Q1 2022 in Review

IndexIQ Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 47% in Q1 2022, selling an estimated $2.03M and leaving 60,389 shares worth $2.32M. The position accounts for 0.08% of the portfolio, ranked #218.

IndexIQ Advisors first reported a position in GLDM in Q3 2019 and has held it in 11 quarters since. The position peaked at $4.17M in Q4 2021. 238 funds tracked by Wall St. Rank hold GLDM as of Q1 2022.

IndexIQ Advisors held 60,389 shares of SPDR Gold MiniShares Trust worth $2.32M as of Q1 2022.
IndexIQ Advisors sold 54,414 SPDR Gold MiniShares Trust shares in Q1 2022, an estimated $2.03M.
SPDR Gold MiniShares Trust made up 0.08% of IndexIQ Advisors's portfolio in Q1 2022, its #218 holding.
IndexIQ Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and has held it in 11 quarters since.
IndexIQ Advisors's SPDR Gold MiniShares Trust position peaked at $4.17M in Q4 2021.
238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.