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Legal Advantage Investments’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Legal Advantage Investments’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
Q4 		– Sell
-5,000
Closed -$175K – 81
2021
Q3 		$175K Hold
5,000
– – 0.12% 78
2021
Q2 		$176K Hold
5,000
– – 0.12% 77
2021
Q1 		$170K Hold
5,000
– – 0.13% 74
2020
Q4 		$189K Buy
+5,000
New +$187K 0.15% 75

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Legal Advantage Investments's GLDM Position: Q4 2021 in Review

Legal Advantage Investments sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2021, closing a stake of 5,000 shares — an estimated $175K sold.

Legal Advantage Investments first reported a position in GLDM in Q4 2020 and held it in 4 quarters. The position peaked at $189K in Q4 2020. 257 funds tracked by Wall St. Rank hold GLDM as of Q4 2021.

  • Legal Advantage Investments reported no remaining SPDR Gold MiniShares Trust position as of Q4 2021 after selling out during the quarter.
  • Legal Advantage Investments sold 5,000 SPDR Gold MiniShares Trust shares in Q4 2021, an estimated $175K.
  • Legal Advantage Investments first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and held it in 4 quarters.
  • Legal Advantage Investments's SPDR Gold MiniShares Trust position peaked at $189K in Q4 2020.
  • 257 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2021.

Based on Legal Advantage Investments's 13F filing for Q4 2021, filed 8 Feb 2022.