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Advanced Research Investment Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Advanced Research Investment Solutions’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
Q1 		– Sell
-132,142
Closed -$5.41M – 10
2023
Q4 		$5.41M Sell
132,142
-4,255
-3% -$167K 3.38% 5
2023
Q3 		$5M Buy
136,397
+7,819
+6% +$299K 3.24% 5
2023
Q2 		$4.9M Buy
128,578
+2,788
+2% +$109K 2.82% 5
2023
Q1 		$4.92M Sell
125,790
-5,484
-4% -$206K 2.82% 5
2022
Q4 		$4.75M Buy
131,274
+24,005
+22% +$825K 2.99% 5
2022
Q3 		$3.54M Sell
107,269
-4,226
-4% -$145K 2.19% 7
2022
Q2 		$4M Buy
111,495
+8,622
+8% +$321K 2.22% 7
2022
Q1 		$3.96M Sell
102,873
-76,913
-43% -$2.87M 1.65% 9
2021
Q4 		$6.54M Buy
179,786
+116,867
+186% +$4.17M 2.38% 6
2021
Q3 		$2.2M Buy
62,919
+33,296
+112% +$1.19M 1.13% 9
2021
Q2 		$1.04M Buy
29,623
+19,358
+189% +$699K 0.94% 7
2021
Q1 		$349K Buy
10,265
+5,165
+101% +$184K 0.4% 9
2020
Q4 		$193K Buy
5,100
+4,637
+1,002% +$173K 0.29% 9
2020
Q3 		$17K Hold
463
– – 0.03% 16
2020
Q2 		$16.4K Sell
463
-3,749
-89% -$128K 0.04% 12
2020
Q1 		$132K Sell
4,212
-1,579
-27% -$49.8K 0.42% 6
2019
Q4 		$175K Buy
+5,791
New +$171K 1.37% 9

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Advanced Research Investment Solutions's GLDM Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2024, closing a stake of 132,142 shares — an estimated $5.41M sold.

Advanced Research Investment Solutions first reported a position in GLDM in Q4 2019 and held it in 17 quarters. The position peaked at $6.54M in Q4 2021. 377 funds tracked by Wall St. Rank hold GLDM as of Q1 2024.

  • Advanced Research Investment Solutions reported no remaining SPDR Gold MiniShares Trust position as of Q1 2024 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 132,142 SPDR Gold MiniShares Trust shares in Q1 2024, an estimated $5.41M.
  • Advanced Research Investment Solutions first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and held it in 17 quarters.
  • Advanced Research Investment Solutions's SPDR Gold MiniShares Trust position peaked at $6.54M in Q4 2021.
  • 377 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.