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

Parsec 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
Q4 		– Sell
-5,088
Closed -$185K – 292
2021
Q3 		$185K Hold
5,088
– – 0.01% 276
2021
Q2 		$179K Buy
+5,088
New +$184K 0.01% 267

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Parsec Financial Management's GLDM Position: Q4 2021 in Review

Parsec Financial Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2021, closing a stake of 5,088 shares — an estimated $185K sold.

Parsec Financial Management first reported a position in GLDM in Q2 2021 and held it in 2 quarters. The position peaked at $185K in Q3 2021. 257 funds tracked by Wall St. Rank hold GLDM as of Q4 2021.

  • Parsec Financial Management reported no remaining SPDR Gold MiniShares Trust position as of Q4 2021 after selling out during the quarter.
  • Parsec Financial Management sold 5,088 SPDR Gold MiniShares Trust shares in Q4 2021, an estimated $185K.
  • Parsec Financial Management first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and held it in 2 quarters.
  • Parsec Financial Management's SPDR Gold MiniShares Trust position peaked at $185K in Q3 2021.
  • 257 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2021.

Based on Parsec Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.