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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
–
261
2018
Q4
$3K
Buy
+101
New
+$2.48K
﹤0.01%
524
Other funds holding GLDM
CC
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Mclean, Virginia
$1.06B AUM
17.6%
1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, Florida
$2.86B AUM
12.86%
1-Year Est. Return
3AM
3EDGE Asset Management
Naples, Florida
$2.07B AUM
16.66%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
FI
FormulaFolio Investments
Grand Rapids, Michigan
$299M AUM
27.65%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
PI
PFS Investments
Duluth, Georgia
$6.12B AUM
12.74%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
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
$16.2B AUM
29.8%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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