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Sowa Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sowa Financial 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
2020
Q3 		– Sell
-240
Closed -$9K – 275
2020
Q2 		$9K Hold
240
– – 0.01% 231
2020
Q1 		$8K Hold
240
– – 0.01% 222
2019
Q4 		$7K Buy
+240
New +$7.1K 0.01% 240

Other funds holding GLDM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowa Financial Group's GLDM Position: Q3 2020 in Review

Sowa Financial Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2020, closing a stake of 240 shares — an estimated $9K sold.

Sowa Financial Group first reported a position in GLDM in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q2 2020. 200 funds tracked by Wall St. Rank hold GLDM as of Q3 2020.

  • Sowa Financial Group reported no remaining SPDR Gold MiniShares Trust position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 240 SPDR Gold MiniShares Trust shares in Q3 2020, an estimated $9K.
  • Sowa Financial Group first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's SPDR Gold MiniShares Trust position peaked at $9K in Q2 2020.
  • 200 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.