KWM
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Keebeck Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Keebeck Wealth 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
2020
Q1 		– Sell
-3,588
Closed -$108K – 222
2019
Q4 		$108K Buy
+3,588
New +$106K 0.03% 180

Other funds holding GLDM

CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return

Keebeck Wealth Management's GLDM Position: Q1 2020 in Review

Keebeck Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2020, closing a stake of 3,588 shares — an estimated $108K sold.

Keebeck Wealth Management first reported a position in GLDM in Q4 2019 and held it in 1 quarter. The position peaked at $108K in Q4 2019. 131 funds tracked by Wall St. Rank hold GLDM as of Q1 2020.

  • Keebeck Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q1 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 3,588 SPDR Gold MiniShares Trust shares in Q1 2020, an estimated $108K.
  • Keebeck Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and held it in 1 quarter.
  • Keebeck Wealth Management's SPDR Gold MiniShares Trust position peaked at $108K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2020.

Based on Keebeck Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.