Legacy Wealth Partners (California)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Legacy Wealth Partners (California)’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	$365K	Buy	10,371 +582	+6%	+$21K	0.2%	73
2021 Q1	$333K	Sell	9,789 -63,796	-87%	-$2.28M	0.19%	68
2020 Q4	$2.79M	Sell	73,585 -100,092	-58%	-$3.74M	1.75%	13
2020 Q3	$6.53M	Buy	173,677 +31,604	+22%	+$1.2M	4.62%	5
2020 Q2	$5.05M	Sell	142,073 -21,926	-13%	-$750K	3.81%	6
2020 Q1	$5.16M	Buy	163,999 +29,058	+22%	+$917K	4.8%	5
2019 Q4	$4.19M	Buy	+134,941	New	+$3.99M	3.05%	10

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Wealth Partners (California)'s GLDM Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its SPDR Gold MiniShares Trust (GLDM) stake by 5.9% in Q2 2021, buying an estimated $21K and bringing the position to 10,371 shares worth $365K. The position accounts for 0.2% of the portfolio, ranked #73.

Legacy Wealth Partners (California) first reported a position in GLDM in Q4 2019 and has held it in 7 quarters since. The position peaked at $6.53M in Q3 2020. 238 funds tracked by Wall St. Rank hold GLDM as of Q2 2021.

Legacy Wealth Partners (California) held 10,371 shares of SPDR Gold MiniShares Trust worth $365K as of Q2 2021.
Legacy Wealth Partners (California) bought 582 SPDR Gold MiniShares Trust shares in Q2 2021, an estimated $21K.
SPDR Gold MiniShares Trust made up 0.2% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #73 holding.
Legacy Wealth Partners (California) first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s SPDR Gold MiniShares Trust position peaked at $6.53M in Q3 2020.
238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.