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BWM
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
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29.96%
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1-Year Est. Return
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1-Year Est. Return
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$33.9B AUM
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1-Year Est. Return
Jane Street
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$93.1B AUM
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1-Year Est. Return
BL
Balentine LLC
Atlanta, Georgia
$2.48B AUM
17.44%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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