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New England Investment & Retirement Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

New England Investment & Retirement Group’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
-3,518
Closed -$111K – 119
2020
Q1 		$111K Buy
+3,518
New +$111K 0.05% 62
2019
Q3 		– Sell
-111,147
Closed -$3.13M – 64
2019
Q2 		$3.13M Sell
111,147
-82,826
-43% -$2.17M 1.27% 21
2019
Q1 		$5.01M Buy
193,973
+188,366
+3,359% +$4.91M 2.29% 13
2018
Q4 		$144K Buy
+5,607
New +$138K 0.08% 48

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

New England Investment & Retirement Group's GLDM Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2020, closing a stake of 3,518 shares — an estimated $111K sold.

New England Investment & Retirement Group first reported a position in GLDM in Q4 2018 and held it in 4 quarters. The position peaked at $5.01M in Q1 2019. 174 funds tracked by Wall St. Rank hold GLDM as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining SPDR Gold MiniShares Trust position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 3,518 SPDR Gold MiniShares Trust shares in Q2 2020, an estimated $111K.
  • New England Investment & Retirement Group first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and held it in 4 quarters.
  • New England Investment & Retirement Group's SPDR Gold MiniShares Trust position peaked at $5.01M in Q1 2019.
  • 174 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.