TWA
GLDM icon

Tillar-Wenstrup Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Tillar-Wenstrup 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 		– Sell
-57,247
Closed -$2.15M – 36
2020
Q3 		$2.15M Buy
+57,247
New +$2.18M 1.25% 21

Other funds holding GLDM

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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

Tillar-Wenstrup Advisors's GLDM Position: Q4 2020 in Review

Tillar-Wenstrup Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2020, closing a stake of 57,247 shares — an estimated $2.15M sold.

Tillar-Wenstrup Advisors first reported a position in GLDM in Q3 2020 and held it in 1 quarter. The position peaked at $2.15M in Q3 2020. 225 funds tracked by Wall St. Rank hold GLDM as of Q4 2020.

  • Tillar-Wenstrup Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q4 2020 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 57,247 SPDR Gold MiniShares Trust shares in Q4 2020, an estimated $2.15M.
  • Tillar-Wenstrup Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and held it in 1 quarter.
  • Tillar-Wenstrup Advisors's SPDR Gold MiniShares Trust position peaked at $2.15M in Q3 2020.
  • 225 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2020.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.