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Acute Investment Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Acute Investment Advisory’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
Q1 		– Sell
-35,258
Closed -$1.28M – 16
2022
Q4 		$1.28M Sell
35,258
-8,375
-19% -$288K 0.87% 9
2022
Q3 		$1.44M Sell
43,633
-3,347
-7% -$115K 1.03% 19
2022
Q2 		$1.69M Sell
46,980
-37,990
-45% -$1.41M 1.31% 18
2022
Q1 		$3.27M Buy
+84,970
New +$3.17M 2.44% 16

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acute Investment Advisory's GLDM Position: Q1 2023 in Review

Acute Investment Advisory sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2023, closing a stake of 35,258 shares — an estimated $1.28M sold.

Acute Investment Advisory first reported a position in GLDM in Q1 2022 and held it in 4 quarters. The position peaked at $3.27M in Q1 2022. 317 funds tracked by Wall St. Rank hold GLDM as of Q1 2023.

  • Acute Investment Advisory reported no remaining SPDR Gold MiniShares Trust position as of Q1 2023 after selling out during the quarter.
  • Acute Investment Advisory sold 35,258 SPDR Gold MiniShares Trust shares in Q1 2023, an estimated $1.28M.
  • Acute Investment Advisory first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and held it in 4 quarters.
  • Acute Investment Advisory's SPDR Gold MiniShares Trust position peaked at $3.27M in Q1 2022.
  • 317 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2023.

Based on Acute Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.