PAG
GLDM icon

Pinnacle Advisory Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Pinnacle Advisory 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
2021
Q1 		$37.8M Buy
+1,111,826
New +$39.7M 1.74% 23
2020
Q2 		– Sell
-677,737
Closed -$21.3M – 166
2020
Q1 		$21.3M Buy
+677,737
New +$21.4M 2.05% 18

Other funds holding GLDM

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Advisory Group's GLDM Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q1 2021: 1,111,826 shares worth $37.8M. The stake represents 1.74% of the portfolio and ranks #23 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in GLDM as recently as Q1 2020.

Pinnacle Advisory Group first reported a position in GLDM in Q1 2020 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold GLDM as of Q1 2021.

  • Pinnacle Advisory Group held 1,111,826 shares of SPDR Gold MiniShares Trust worth $37.8M as of Q1 2021.
  • SPDR Gold MiniShares Trust was a new Pinnacle Advisory Group position in Q1 2021.
  • SPDR Gold MiniShares Trust made up 1.74% of Pinnacle Advisory Group's portfolio in Q1 2021, its #23 holding.
  • Pinnacle Advisory Group first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.