Leelyn Smith’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Leelyn Smith’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	-91	Closed	-$3K	–	376
2021 Q4	$3K	Buy	91 +5	+6%	+$179	﹤0.01%	343
2021 Q3	$3K	Sell	86 -2	-2%	-$71	﹤0.01%	332
2021 Q2	$3K	Sell	88 -2	-2%	-$72	﹤0.01%	329
2021 Q1	$3K	Buy	90 +6	+7%	+$214	﹤0.01%	344
2020 Q4	$3K	Sell	84 -17	-17%	-$636	﹤0.01%	320
2020 Q3	$4K	Buy	+101	New	+$3.85K	﹤0.01%	302

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

Leelyn Smith's GLDM Position: Q1 2022 in Review

Leelyn Smith sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2022, closing a stake of 91 shares — an estimated $3K sold.

Leelyn Smith first reported a position in GLDM in Q3 2020 and held it in 6 quarters. The position peaked at $4K in Q3 2020. 238 funds tracked by Wall St. Rank hold GLDM as of Q1 2022.

Leelyn Smith reported no remaining SPDR Gold MiniShares Trust position as of Q1 2022 after selling out during the quarter.
Leelyn Smith sold 91 SPDR Gold MiniShares Trust shares in Q1 2022, an estimated $3K.
Leelyn Smith first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and held it in 6 quarters.
Leelyn Smith's SPDR Gold MiniShares Trust position peaked at $4K in Q3 2020.
238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2022.

Based on Leelyn Smith's 13F filing for Q1 2022, filed 11 May 2022.