MD
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Money Design’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Money Design’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
2022
Q1 		– Sell
-713,723
Closed -$51.6M – 79
2021
Q4 		$51.6M Sell
713,723
-5,386
-0.7% -$192K 3.49% 8
2021
Q3 		$25.1M Sell
719,109
-17,586
-2% -$626K 2.07% 19
2021
Q2 		$25.9M Buy
736,695
+726,137
+6,878% +$26.2M 2.68% 14
2021
Q1 		$359K Buy
10,558
+9,999
+1,789% +$357K 0.04% 54
2020
Q4 		$21K Buy
559
+215
+63% +$8.04K ﹤0.01% 47
2020
Q3 		$13K Buy
344
+325
+1,711% +$12.4K ﹤0.01% 53
2020
Q2 		$1K Sell
19
-669
-97% -$22.9K ﹤0.01% 62
2020
Q1 		$22K Sell
688
-2,087
-75% -$65.9K ﹤0.01% 58
2019
Q4 		$84K Buy
+2,775
New +$82.1K 0.01% 54

Other funds holding GLDM

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Money Design's GLDM Position: Q1 2022 in Review

Money Design sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2022, closing a stake of 713,723 shares — an estimated $51.6M sold.

Money Design first reported a position in GLDM in Q4 2019 and held it in 9 quarters. The position peaked at $51.6M in Q4 2021. 238 funds tracked by Wall St. Rank hold GLDM as of Q1 2022.

  • Money Design reported no remaining SPDR Gold MiniShares Trust position as of Q1 2022 after selling out during the quarter.
  • Money Design sold 713,723 SPDR Gold MiniShares Trust shares in Q1 2022, an estimated $51.6M.
  • Money Design first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and held it in 9 quarters.
  • Money Design's SPDR Gold MiniShares Trust position peaked at $51.6M in Q4 2021.
  • 238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2022.

Based on Money Design's 13F filing for Q1 2022, filed 13 Apr 2022.