Squar Milner Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Squar Milner Financial Services’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	-45,422	Closed	-$1.61M	–	73
2020 Q2	$1.61M	Buy	45,422 +11,662	+35%	+$399K	0.92%	15
2020 Q1	$1.06M	Buy	33,760 +6,215	+23%	+$196K	0.64%	19
2019 Q4	$834K	Sell	27,545 -35,225	-56%	-$1.04M	0.42%	42
2019 Q3	$2.36M	Buy	62,770 +59,551	+1,850%	+$1.75M	1.21%	13
2019 Q2	$91K	Sell	3,219 -5,737	-64%	-$150K	0.06%	285
2019 Q1	$231K	Buy	8,956 +7,417	+482%	+$193K	0.17%	145
2018 Q4	$39K	Buy	+1,539	New	+$37.8K	0.04%	317

Other funds holding GLDM

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIA

CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's GLDM Position: Q3 2020 in Review

Squar Milner Financial Services sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2020, closing a stake of 45,422 shares — an estimated $1.61M sold.

Squar Milner Financial Services first reported a position in GLDM in Q4 2018 and held it in 7 quarters. The position peaked at $2.36M in Q3 2019. 200 funds tracked by Wall St. Rank hold GLDM as of Q3 2020.

Squar Milner Financial Services reported no remaining SPDR Gold MiniShares Trust position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 45,422 SPDR Gold MiniShares Trust shares in Q3 2020, an estimated $1.61M.
Squar Milner Financial Services first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and held it in 7 quarters.
Squar Milner Financial Services's SPDR Gold MiniShares Trust position peaked at $2.36M in Q3 2019.
200 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.