RCAG
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Rehmann Capital Advisory Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Rehmann Capital 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
2019
Q3 		$14.7K Buy
500
+75
+18% +$2.21K ﹤0.01% 946
2019
Q2 		$12K Buy
+425
New +$11.1K ﹤0.01% 1290

Other funds holding GLDM

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rehmann Capital Advisory Group's GLDM Position: Q3 2019 in Review

Rehmann Capital Advisory Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 18% in Q3 2019, buying an estimated $2.21K and bringing the position to 500 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Rehmann Capital Advisory Group first reported a position in GLDM in Q2 2019 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold GLDM as of Q3 2019.

  • Rehmann Capital Advisory Group held 500 shares of SPDR Gold MiniShares Trust worth $14.7K as of Q3 2019.
  • Rehmann Capital Advisory Group bought 75 SPDR Gold MiniShares Trust shares in Q3 2019, an estimated $2.21K.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #946 holding.
  • Rehmann Capital Advisory Group first reported a position in SPDR Gold MiniShares Trust in Q2 2019 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.