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Reilly Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Reilly Financial Advisors’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
-75
Closed -$3K – 1147
2021
Q3 		$3K Buy
+75
New +$2.67K ﹤0.01% 816

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

Reilly Financial Advisors's GLDM Position: Q4 2021 in Review

Reilly Financial Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2021, closing a stake of 75 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in GLDM in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 257 funds tracked by Wall St. Rank hold GLDM as of Q4 2021.

  • Reilly Financial Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 75 SPDR Gold MiniShares Trust shares in Q4 2021, an estimated $3K.
  • Reilly Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's SPDR Gold MiniShares Trust position peaked at $3K in Q3 2021.
  • 257 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.