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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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