Accel Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-191	Closed	-$7.47K	–	438
2023 Q1	$7.47K	Hold	191	–	–	﹤0.01%	957
2022 Q4	$6.91K	Hold	191	–	–	﹤0.01%	774
2022 Q3	$7K	Hold	191	–	–	﹤0.01%	801
2022 Q2	$6K	Hold	191	–	–	﹤0.01%	783
2022 Q1	$7K	Sell	191 -1	-0.5%	-$37	﹤0.01%	760
2021 Q4	$7K	Hold	192	–	–	﹤0.01%	762
2021 Q3	$7K	Hold	192	–	–	﹤0.01%	702
2021 Q2	$7K	Hold	192	–	–	﹤0.01%	744
2021 Q1	$7K	Hold	192	–	–	0.01%	705
2020 Q4	$7K	Buy	+192	New	+$7.18K	0.01%	666

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Accel Wealth Management's GLDM Position: Q2 2023 in Review

Accel Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2023, closing a stake of 191 shares — an estimated $7.47K sold.

Accel Wealth Management first reported a position in GLDM in Q4 2020 and held it in 10 quarters. The position peaked at $7.47K in Q1 2023. 333 funds tracked by Wall St. Rank hold GLDM as of Q2 2023.

Accel Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 191 SPDR Gold MiniShares Trust shares in Q2 2023, an estimated $7.47K.
Accel Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's SPDR Gold MiniShares Trust position peaked at $7.47K in Q1 2023.
333 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.