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Wealth Quarterback’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealth Quarterback’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
Q3 		$13K Hold
365
– – 0.01% 422
2021
Q2 		$13K Buy
+365
New +$13.2K 0.01% 414
2020
Q2 		– Sell
-365
Closed -$11.5K – 355
2020
Q1 		$11.5K Hold
365
– – 0.01% 442
2019
Q4 		$11.1K Buy
+365
New +$10.8K 0.01% 504

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TI
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Quarterback's GLDM Position: Q3 2021 in Review

Wealth Quarterback held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2021 at 365 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #422.

Wealth Quarterback first reported a position in GLDM in Q4 2019 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold GLDM as of Q3 2021.

  • Wealth Quarterback held 365 shares of SPDR Gold MiniShares Trust worth $13K as of Q3 2021.
  • Wealth Quarterback left its SPDR Gold MiniShares Trust share count unchanged in Q3 2021.
  • SPDR Gold MiniShares Trust made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #422 holding.
  • Wealth Quarterback first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 4 quarters since.
  • 233 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.