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M Holdings Securities’s SPDR Gold MiniShares Trust GLDM Stock Holding History

M Holdings Securities’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
2020
Q2 		– Sell
-110,798
Closed -$3.48M – 190
2020
Q1 		$3.48M Buy
+110,798
New +$3.5M 0.52% 54

Other funds holding GLDM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

M Holdings Securities's GLDM Position: Q2 2020 in Review

M Holdings Securities sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2020, closing a stake of 110,798 shares — an estimated $3.48M sold.

M Holdings Securities first reported a position in GLDM in Q1 2020 and held it in 1 quarter. The position peaked at $3.48M in Q1 2020. 174 funds tracked by Wall St. Rank hold GLDM as of Q2 2020.

  • M Holdings Securities reported no remaining SPDR Gold MiniShares Trust position as of Q2 2020 after selling out during the quarter.
  • M Holdings Securities sold 110,798 SPDR Gold MiniShares Trust shares in Q2 2020, an estimated $3.48M.
  • M Holdings Securities first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and held it in 1 quarter.
  • M Holdings Securities's SPDR Gold MiniShares Trust position peaked at $3.48M in Q1 2020.
  • 174 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2020.

Based on M Holdings Securities's 13F filing for Q2 2020, filed 21 Aug 2020.