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

Baystate Wealth Management’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	$32.9K	Hold	804	–	–	﹤0.01%	457
2023 Q3	$29.5K	Hold	804	–	–	﹤0.01%	414
2023 Q2	$30.6K	Hold	804	–	–	﹤0.01%	402
2023 Q1	$31.4K	Hold	804	–	–	﹤0.01%	398
2022 Q4	$29K	Hold	804	–	–	﹤0.01%	410
2022 Q3	$27K	Hold	804	–	–	﹤0.01%	390
2022 Q2	$29K	Hold	804	–	–	﹤0.01%	396
2022 Q1	$31K	Hold	804	–	–	﹤0.01%	390
2021 Q4	$29K	Hold	804	–	–	﹤0.01%	407
2021 Q3	$28K	Hold	804	–	–	﹤0.01%	366
2021 Q2	$28K	Hold	804	–	–	﹤0.01%	347
2021 Q1	$27K	Buy	+804	New	+$28.7K	﹤0.01%	326
2020 Q4	–	Sell	-589	Closed	-$22K	–	706
2020 Q3	$22K	Buy	+589	New	+$22.5K	﹤0.01%	308

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 $3.37T AUM 44.26% 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

Baystate Wealth Management's GLDM Position: Q4 2023 in Review

Baystate Wealth Management held its SPDR Gold MiniShares Trust (GLDM) position steady in Q4 2023 at 804 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Baystate Wealth Management first reported a position in GLDM in Q3 2020 and has held it in 13 quarters since. 373 funds tracked by Wall St. Rank hold GLDM as of Q4 2023.

Baystate Wealth Management held 804 shares of SPDR Gold MiniShares Trust worth $32.9K as of Q4 2023.
Baystate Wealth Management left its SPDR Gold MiniShares Trust share count unchanged in Q4 2023.
SPDR Gold MiniShares Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #457 holding.
Baystate Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 13 quarters since.
373 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.