Authentikos Wealth Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Authentikos Wealth 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 Q4	–	Sell	-5,686	Closed	-$208K	–	248
2023 Q3	$208K	Sell	5,686 -416	-7%	-$15.9K	0.2%	67
2023 Q2	$232K	Sell	6,102 -1,019	-14%	-$40K	0.22%	60
2023 Q1	$258K	Buy	+7,121	New	+$267K	0.26%	52

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Authentikos Wealth Advisory's GLDM Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2023, closing a stake of 5,686 shares — an estimated $208K sold.

Authentikos Wealth Advisory first reported a position in GLDM in Q1 2023 and held it in 3 quarters. The position peaked at $258K in Q1 2023. 373 funds tracked by Wall St. Rank hold GLDM as of Q4 2023.

Authentikos Wealth Advisory reported no remaining SPDR Gold MiniShares Trust position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 5,686 SPDR Gold MiniShares Trust shares in Q4 2023, an estimated $208K.
Authentikos Wealth Advisory first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and held it in 3 quarters.
Authentikos Wealth Advisory's SPDR Gold MiniShares Trust position peaked at $258K in Q1 2023.
373 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.