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Ladenburg Thalmann Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$120K Sell
3,792
-9,666
-72% -$286K ﹤0.01% 2872
2019
Q3 		$396K Buy
13,458
+10,576
+367% +$311K ﹤0.01% 1942
2019
Q2 		$81K Sell
2,882
-5,498
-66% -$144K ﹤0.01% 3124
2019
Q1 		$216K Buy
8,380
+2,929
+54% +$76.3K ﹤0.01% 2335
2018
Q4 		$140K Buy
5,451
+1,244
+30% +$30.5K ﹤0.01% 2509
2018
Q3 		$100K Buy
+4,207
New +$102K ﹤0.01% 2814

Other funds holding GLDM

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Ladenburg Thalmann Financial Services's GLDM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 72% in Q4 2019, selling an estimated $286K and leaving 3,792 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

Ladenburg Thalmann Financial Services first reported a position in GLDM in Q3 2018 and has held it in 6 quarters since. The position peaked at $396K in Q3 2019. 116 funds tracked by Wall St. Rank hold GLDM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,792 shares of SPDR Gold MiniShares Trust worth $120K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 9,666 SPDR Gold MiniShares Trust shares in Q4 2019, an estimated $286K.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2872 holding.
  • Ladenburg Thalmann Financial Services first reported a position in SPDR Gold MiniShares Trust in Q3 2018 and has held it in 6 quarters since.
  • Ladenburg Thalmann Financial Services's SPDR Gold MiniShares Trust position peaked at $396K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.