WU
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Wealthsimple US’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealthsimple US’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
Q1 		– Sell
-107,969
Closed -$4.09M – 26
2020
Q4 		$4.09M Buy
+107,969
New +$4.04M 2.24% 12

Other funds holding GLDM

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthsimple US's GLDM Position: Q1 2021 in Review

Wealthsimple US sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2021, closing a stake of 107,969 shares — an estimated $4.09M sold.

Wealthsimple US first reported a position in GLDM in Q4 2020 and held it in 1 quarter. The position peaked at $4.09M in Q4 2020. 227 funds tracked by Wall St. Rank hold GLDM as of Q1 2021.

  • Wealthsimple US reported no remaining SPDR Gold MiniShares Trust position as of Q1 2021 after selling out during the quarter.
  • Wealthsimple US sold 107,969 SPDR Gold MiniShares Trust shares in Q1 2021, an estimated $4.09M.
  • Wealthsimple US first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and held it in 1 quarter.
  • Wealthsimple US's SPDR Gold MiniShares Trust position peaked at $4.09M in Q4 2020.
  • 227 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.