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Live Your Vision’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Live Your Vision’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
Q1 		$112K Buy
4,418
+2,600
+143% +$67.7K 0.03% 92
2018
Q4 		$47K Buy
+1,818
New +$44.6K 0.02% 120

Other funds holding GLDM

CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Live Your Vision's GLDM Position: Q1 2019 in Review

Live Your Vision increased its SPDR Gold MiniShares Trust (GLDM) stake by 143% in Q1 2019, buying an estimated $67.7K and bringing the position to 4,418 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #92.

Live Your Vision first reported a position in GLDM in Q4 2018 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold GLDM as of Q1 2019.

  • Live Your Vision held 4,418 shares of SPDR Gold MiniShares Trust worth $112K as of Q1 2019.
  • Live Your Vision bought 2,600 SPDR Gold MiniShares Trust shares in Q1 2019, an estimated $67.7K.
  • SPDR Gold MiniShares Trust made up 0.03% of Live Your Vision's portfolio in Q1 2019, its #92 holding.
  • Live Your Vision first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.