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Private Capital Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Private Capital 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
Q4 		– Sell
-863
Closed -$32K – 2085
2020
Q3 		$32K Sell
863
-539
-38% -$20.6K 0.01% 902
2020
Q2 		$50K Buy
+1,402
New +$48K 0.01% 705

Other funds holding GLDM

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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

Private Capital Group's GLDM Position: Q4 2020 in Review

Private Capital Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2020, closing a stake of 863 shares — an estimated $32K sold.

Private Capital Group first reported a position in GLDM in Q2 2020 and held it in 2 quarters. The position peaked at $50K in Q2 2020. 225 funds tracked by Wall St. Rank hold GLDM as of Q4 2020.

  • Private Capital Group reported no remaining SPDR Gold MiniShares Trust position as of Q4 2020 after selling out during the quarter.
  • Private Capital Group sold 863 SPDR Gold MiniShares Trust shares in Q4 2020, an estimated $32K.
  • Private Capital Group first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and held it in 2 quarters.
  • Private Capital Group's SPDR Gold MiniShares Trust position peaked at $50K in Q2 2020.
  • 225 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2020.

Based on Private Capital Group's 13F filing for Q4 2020, filed 26 Jan 2021.