Lake Street Advisors Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Lake Street Advisors Group’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	–	Sell	-5,498	Closed	-$200K	–	315
2021 Q4	$200K	Buy	+5,498	New	+$196K	0.01%	193
2021 Q3	–	Sell	-5,589	Closed	-$195K	–	306
2021 Q2	$195K	Buy	5,589 +307	+6%	+$11.1K	0.01%	321
2021 Q1	$180K	Hold	5,282	–	–	0.01%	315
2020 Q4	$200K	Hold	5,282	–	–	0.02%	298
2020 Q3	$199K	Buy	+5,282	New	+$201K	0.02%	270

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 $3.38T AUM 44.17% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Lake Street Advisors Group's GLDM Position: Q1 2022 in Review

Lake Street Advisors Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2022, closing a stake of 5,498 shares — an estimated $200K sold.

Lake Street Advisors Group first reported a position in GLDM in Q3 2020 and held it in 5 quarters. The position peaked at $200K in Q4 2021. 238 funds tracked by Wall St. Rank hold GLDM as of Q1 2022.

Lake Street Advisors Group reported no remaining SPDR Gold MiniShares Trust position as of Q1 2022 after selling out during the quarter.
Lake Street Advisors Group sold 5,498 SPDR Gold MiniShares Trust shares in Q1 2022, an estimated $200K.
Lake Street Advisors Group first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and held it in 5 quarters.
Lake Street Advisors Group's SPDR Gold MiniShares Trust position peaked at $200K in Q4 2021.
238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2022.

Based on Lake Street Advisors Group's 13F filing for Q1 2022, filed 11 May 2022.