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

Advocacy Wealth Management Services’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
-17,465
Closed -$714K – 55
2023
Q4 		$714K Hold
17,465
– – 0.07% 45
2023
Q3 		$640K Buy
+17,465
New +$668K 0.07% 31

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

Advocacy Wealth Management Services's GLDM Position: Q1 2024 in Review

Advocacy Wealth Management Services sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2024, closing a stake of 17,465 shares — an estimated $714K sold.

Advocacy Wealth Management Services first reported a position in GLDM in Q3 2023 and held it in 2 quarters. The position peaked at $714K in Q4 2023. 377 funds tracked by Wall St. Rank hold GLDM as of Q1 2024.

  • Advocacy Wealth Management Services reported no remaining SPDR Gold MiniShares Trust position as of Q1 2024 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 17,465 SPDR Gold MiniShares Trust shares in Q1 2024, an estimated $714K.
  • Advocacy Wealth Management Services first reported a position in SPDR Gold MiniShares Trust in Q3 2023 and held it in 2 quarters.
  • Advocacy Wealth Management Services's SPDR Gold MiniShares Trust position peaked at $714K in Q4 2023.
  • 377 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2024, filed 15 Apr 2024.