TFO
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Tarbox Family Office’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Tarbox Family Office’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
2019
Q4 		– Sell
-385
Closed -$11K – 1138
2019
Q3 		$11K Buy
+385
New +$11.3K ﹤0.01% 324

Other funds holding GLDM

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $473M AUM 23.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Tarbox Family Office's GLDM Position: Q4 2019 in Review

Tarbox Family Office sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2019, closing a stake of 385 shares — an estimated $11K sold.

Tarbox Family Office first reported a position in GLDM in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 116 funds tracked by Wall St. Rank hold GLDM as of Q4 2019.

  • Tarbox Family Office reported no remaining SPDR Gold MiniShares Trust position as of Q4 2019 after selling out during the quarter.
  • Tarbox Family Office sold 385 SPDR Gold MiniShares Trust shares in Q4 2019, an estimated $11K.
  • Tarbox Family Office first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and held it in 1 quarter.
  • Tarbox Family Office's SPDR Gold MiniShares Trust position peaked at $11K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2019.

Based on Tarbox Family Office's 13F filing for Q4 2019, filed 31 Jan 2020.