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Simplicity Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-31,245
Closed -$1.18M – 679
2020
Q4 		$1.18M Buy
31,245
+22,006
+238% +$823K 0.02% 496
2020
Q3 		$347K Sell
9,239
-66,447
-88% -$2.53M 0.01% 696
2020
Q2 		$2.69M Buy
75,686
+70,493
+1,357% +$2.41M 0.05% 254
2020
Q1 		$163K Buy
+5,193
New +$164K 0.01% 691

Other funds holding GLDM

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Simplicity Solutions's GLDM Position: Q1 2021 in Review

Simplicity Solutions sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2021, closing a stake of 31,245 shares — an estimated $1.18M sold.

Simplicity Solutions first reported a position in GLDM in Q1 2020 and held it in 4 quarters. The position peaked at $2.69M in Q2 2020. 227 funds tracked by Wall St. Rank hold GLDM as of Q1 2021.

  • Simplicity Solutions reported no remaining SPDR Gold MiniShares Trust position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 31,245 SPDR Gold MiniShares Trust shares in Q1 2021, an estimated $1.18M.
  • Simplicity Solutions first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and held it in 4 quarters.
  • Simplicity Solutions's SPDR Gold MiniShares Trust position peaked at $2.69M in Q2 2020.
  • 227 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.