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Addison Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Addison Advisors’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
2024
Q3 		– Sell
-181
Closed -$8.34K – 850
2024
Q2 		$8.34K Buy
+181
New +$8.39K ﹤0.01% 584

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Addison Advisors's GLDM Position: Q3 2024 in Review

Addison Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2024, closing a stake of 181 shares — an estimated $8.34K sold.

Addison Advisors first reported a position in GLDM in Q2 2024 and held it in 1 quarter. The position peaked at $8.34K in Q2 2024. 465 funds tracked by Wall St. Rank hold GLDM as of Q3 2024.

  • Addison Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q3 2024 after selling out during the quarter.
  • Addison Advisors sold 181 SPDR Gold MiniShares Trust shares in Q3 2024, an estimated $8.34K.
  • Addison Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and held it in 1 quarter.
  • Addison Advisors's SPDR Gold MiniShares Trust position peaked at $8.34K in Q2 2024.
  • 465 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2024.

Based on Addison Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.