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WealthOne’s SPDR Gold MiniShares Trust GLDM Stock Holding History

WealthOne’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
Q1 		– Sell
-101
Closed -$3K – 253
2018
Q4 		$3K Buy
+101
New +$2.48K ﹤0.01% 524

Other funds holding GLDM

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

WealthOne's GLDM Position: Q1 2019 in Review

WealthOne sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2019, closing a stake of 101 shares — an estimated $3K sold.

WealthOne first reported a position in GLDM in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 59 funds tracked by Wall St. Rank hold GLDM as of Q1 2019.

  • WealthOne reported no remaining SPDR Gold MiniShares Trust position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 101 SPDR Gold MiniShares Trust shares in Q1 2019, an estimated $3K.
  • WealthOne first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and held it in 1 quarter.
  • WealthOne's SPDR Gold MiniShares Trust position peaked at $3K in Q4 2018.
  • 59 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.