Mid Atlantic Financial Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mid Atlantic Financial Management’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 Q3	$2.66M	Buy	76,225 +647	+0.9%	+$23K	0.18%	123
2021 Q2	$2.66M	Sell	75,578 -1,009	-1%	-$36.4K	0.18%	119
2021 Q1	$2.6M	Sell	76,587 -1,324	-2%	-$47.3K	0.19%	120
2020 Q4	$2.95M	Sell	77,911 -2,597	-3%	-$97.1K	0.23%	98
2020 Q3	$2.99M	Sell	80,508 -60,229	-43%	-$2.3M	0.26%	90
2020 Q2	$5M	Buy	+140,737	New	+$4.81M	0.48%	39

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 $2.24B AUM 16.9% 1-Year Est. Return

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

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

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

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

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

Mid Atlantic Financial Management's GLDM Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.86% in Q3 2021, buying an estimated $23K and bringing the position to 76,225 shares worth $2.66M. The position accounts for 0.18% of the portfolio, ranked #123.

Mid Atlantic Financial Management first reported a position in GLDM in Q2 2020 and has held it in 6 quarters since. The position peaked at $5M in Q2 2020. 233 funds tracked by Wall St. Rank hold GLDM as of Q3 2021.

Mid Atlantic Financial Management held 76,225 shares of SPDR Gold MiniShares Trust worth $2.66M as of Q3 2021.
Mid Atlantic Financial Management bought 647 SPDR Gold MiniShares Trust shares in Q3 2021, an estimated $23K.
SPDR Gold MiniShares Trust made up 0.18% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #123 holding.
Mid Atlantic Financial Management first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 6 quarters since.
Mid Atlantic Financial Management's SPDR Gold MiniShares Trust position peaked at $5M in Q2 2020.
233 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.