Holistic Planning LLC Makes New $272,000 Investment in SPDR Gold MiniShares Trust (NYSEARCA:GLDM)

Holistic Planning LLC acquired a new position in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,217 shares of the company’s stock, valued at approximately $272,000.

A number of other hedge funds have also recently added to or reduced their stakes in GLDM. Norden Group LLC bought a new stake in SPDR Gold MiniShares Trust during the 1st quarter worth about $431,000. Janney Montgomery Scott LLC lifted its position in SPDR Gold MiniShares Trust by 51.1% during the 1st quarter. Janney Montgomery Scott LLC now owns 83,176 shares of the company’s stock valued at $3,664,000 after purchasing an additional 28,142 shares during the period. Csenge Advisory Group acquired a new position in SPDR Gold MiniShares Trust during the 1st quarter valued at about $221,000. SG Americas Securities LLC lifted its position in SPDR Gold MiniShares Trust by 97.4% during the 1st quarter. SG Americas Securities LLC now owns 17,530 shares of the company’s stock valued at $772,000 after purchasing an additional 8,650 shares during the period. Finally, Keudell Morrison Wealth Management lifted its position in SPDR Gold MiniShares Trust by 1.4% during the 1st quarter. Keudell Morrison Wealth Management now owns 253,580 shares of the company’s stock valued at $11,170,000 after purchasing an additional 3,497 shares during the period.

SPDR Gold MiniShares Trust Stock Performance

SPDR Gold MiniShares Trust stock opened at $53.21 on Friday. SPDR Gold MiniShares Trust has a 1 year low of $38.32 and a 1 year high of $55.29. The company’s 50-day moving average is $52.37 and its two-hundred day moving average is $49.01.

SPDR Gold MiniShares Trust Profile

The SPDR Gold MiniShares Trust (GLDM) is an exchange-traded fund that is based on the LBMA Gold Price index. The fund tracks the gold spot price, less expenses and liabilities, using gold bars held in London vaults. GLDM was launched on Jun 25, 2018 and is issued by State Street.