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Moors & Cabot’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-6,250
Closed -$161K – 560
2019
Q1 		$161K Buy
6,250
+750
+14% +$19.5K 0.02% 495
2018
Q4 		$141K Sell
5,500
-2,500
-31% -$61.4K 0.02% 473
2018
Q3 		$191K Buy
+8,000
New +$194K 0.02% 545

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 $3.12B AUM 14.06% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Moors & Cabot's GLDM Position: Q2 2019 in Review

Moors & Cabot sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2019, closing a stake of 6,250 shares — an estimated $161K sold.

Moors & Cabot first reported a position in GLDM in Q3 2018 and held it in 3 quarters. The position peaked at $191K in Q3 2018. 71 funds tracked by Wall St. Rank hold GLDM as of Q2 2019.

  • Moors & Cabot reported no remaining SPDR Gold MiniShares Trust position as of Q2 2019 after selling out during the quarter.
  • Moors & Cabot sold 6,250 SPDR Gold MiniShares Trust shares in Q2 2019, an estimated $161K.
  • Moors & Cabot first reported a position in SPDR Gold MiniShares Trust in Q3 2018 and held it in 3 quarters.
  • Moors & Cabot's SPDR Gold MiniShares Trust position peaked at $191K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2019.

Based on Moors & Cabot's 13F filing for Q2 2019, filed 18 Jul 2019.