TPG Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

TPG Financial 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
2021 Q4	–	Sell	-259,822	Closed	-$9.07M	–	38
2021 Q3	$9.07M	Buy	259,822 +25,633	+11%	+$912K	5.99%	6
2021 Q2	$8.25M	Sell	234,189 -4,417	-2%	-$159K	5.79%	5
2021 Q1	$8.11M	Buy	238,606 +24,675	+12%	+$881K	5.66%	6
2020 Q4	$8.1M	Buy	213,931 +22,201	+12%	+$830K	6.02%	5
2020 Q3	$7.21M	Sell	191,730 -10,427	-5%	-$398K	6.16%	5
2020 Q2	$7.18M	Sell	202,157 -23,098	-10%	-$790K	6.44%	5
2020 Q1	$7.08M	Buy	225,255 +1,990	+0.9%	+$62.8K	7.02%	5
2019 Q4	$6.76M	Buy	223,265 +12,990	+6%	+$384K	5.57%	6
2019 Q3	$6.18M	Buy	+210,275	New	+$6.19M	5.56%	6

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TPG Financial Advisors's GLDM Position: Q4 2021 in Review

TPG Financial Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2021, closing a stake of 259,822 shares — an estimated $9.07M sold.

TPG Financial Advisors first reported a position in GLDM in Q3 2019 and held it in 9 quarters. The position peaked at $9.07M in Q3 2021. 257 funds tracked by Wall St. Rank hold GLDM as of Q4 2021.

TPG Financial Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q4 2021 after selling out during the quarter.
TPG Financial Advisors sold 259,822 SPDR Gold MiniShares Trust shares in Q4 2021, an estimated $9.07M.
TPG Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and held it in 9 quarters.
TPG Financial Advisors's SPDR Gold MiniShares Trust position peaked at $9.07M in Q3 2021.
257 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2021.

Based on TPG Financial Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.