Rowland Carmichael Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Rowland Carmichael 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
2020 Q4	$5.96M	Buy	157,478 +120,875	+330%	+$4.52M	1.89%	9
2020 Q3	$1.38M	Buy	36,603 +17,192	+89%	+$655K	0.54%	42
2020 Q2	$689K	Buy	19,411 +5,427	+39%	+$186K	0.29%	91
2020 Q1	$440K	Sell	13,984 -2,366	-14%	-$74.7K	0.22%	124
2019 Q4	$495K	Hold	16,350	–	–	0.17%	144
2019 Q3	$481K	Hold	16,350	–	–	0.17%	147
2019 Q2	$461K	Hold	16,350	–	–	0.16%	151
2019 Q1	$422K	Buy	16,350 +8,183	+100%	+$213K	0.16%	155
2018 Q4	$209K	Buy	+8,167	New	+$201K	0.09%	216

Other funds holding GLDM

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rowland Carmichael Advisors's GLDM Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 330% in Q4 2020, buying an estimated $4.52M and bringing the position to 157,478 shares worth $5.96M. The position accounts for 1.89% of the portfolio, ranked #9.

Rowland Carmichael Advisors first reported a position in GLDM in Q4 2018 and has held it in 9 quarters since. 225 funds tracked by Wall St. Rank hold GLDM as of Q4 2020.

Rowland Carmichael Advisors held 157,478 shares of SPDR Gold MiniShares Trust worth $5.96M as of Q4 2020.
Rowland Carmichael Advisors bought 120,875 SPDR Gold MiniShares Trust shares in Q4 2020, an estimated $4.52M.
SPDR Gold MiniShares Trust made up 1.89% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #9 holding.
Rowland Carmichael Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 9 quarters since.
225 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.