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RegentAtlantic Capital’s SPDR Gold MiniShares Trust GLDM Stock Holding History

RegentAtlantic Capital’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
2022
Q1 		– Sell
-5,140
Closed -$187K – 699
2021
Q4 		$187K Buy
5,140
+14
+0.3% +$500 0.01% 671
2021
Q3 		$179K Buy
5,126
+38
+0.7% +$1.35K 0.01% 641
2021
Q2 		$179K Sell
5,088
-172
-3% -$6.21K 0.01% 626
2021
Q1 		$179K Buy
+5,260
New +$188K 0.01% 537

Other funds holding GLDM

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

RegentAtlantic Capital's GLDM Position: Q1 2022 in Review

RegentAtlantic Capital sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2022, closing a stake of 5,140 shares — an estimated $187K sold.

RegentAtlantic Capital first reported a position in GLDM in Q1 2021 and held it in 4 quarters. The position peaked at $187K in Q4 2021. 238 funds tracked by Wall St. Rank hold GLDM as of Q1 2022.

  • RegentAtlantic Capital reported no remaining SPDR Gold MiniShares Trust position as of Q1 2022 after selling out during the quarter.
  • RegentAtlantic Capital sold 5,140 SPDR Gold MiniShares Trust shares in Q1 2022, an estimated $187K.
  • RegentAtlantic Capital first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and held it in 4 quarters.
  • RegentAtlantic Capital's SPDR Gold MiniShares Trust position peaked at $187K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2022.

Based on RegentAtlantic Capital's 13F filing for Q1 2022, filed 2 May 2022.