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Kelman-Lazarov Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Kelman-Lazarov Inc’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
Q2 		– Sell
-222,624
Closed -$7.57M – 87
2021
Q1 		$7.57M Buy
222,624
+13,023
+6% +$465K 2.7% 10
2020
Q4 		$7.94M Buy
+209,601
New +$7.84M 3.05% 10

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kelman-Lazarov Inc's GLDM Position: Q2 2021 in Review

Kelman-Lazarov Inc sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2021, closing a stake of 222,624 shares — an estimated $7.57M sold.

Kelman-Lazarov Inc first reported a position in GLDM in Q4 2020 and held it in 2 quarters. The position peaked at $7.94M in Q4 2020. 238 funds tracked by Wall St. Rank hold GLDM as of Q2 2021.

  • Kelman-Lazarov Inc reported no remaining SPDR Gold MiniShares Trust position as of Q2 2021 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 222,624 SPDR Gold MiniShares Trust shares in Q2 2021, an estimated $7.57M.
  • Kelman-Lazarov Inc first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and held it in 2 quarters.
  • Kelman-Lazarov Inc's SPDR Gold MiniShares Trust position peaked at $7.94M in Q4 2020.
  • 238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2021.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2021, filed 10 Aug 2021.