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Beam Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Beam Wealth Advisors’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
Q2 		– Sell
-6,086
Closed -$238K – 106
2023
Q1 		$238K Sell
6,086
-262
-4% -$9.84K 0.24% 87
2022
Q4 		$230K Sell
6,348
-251
-4% -$8.62K 0.24% 88
2022
Q3 		$218K Buy
6,599
+116
+2% +$3.98K 0.24% 90
2022
Q2 		$233K Sell
6,483
-13,035
-67% -$485K 0.26% 89
2022
Q1 		$751K Sell
19,518
-970
-5% -$36.2K 0.86% 39
2021
Q4 		$745K Sell
20,488
-77
-0.4% -$2.75K 0.85% 39
2021
Q3 		$718K Buy
20,565
+1,116
+6% +$39.7K 0.62% 52
2021
Q2 		$685K Sell
19,449
-4,281
-18% -$155K 0.59% 55
2021
Q1 		$807K Buy
23,730
+1,189
+5% +$42.4K 0.72% 50
2020
Q4 		$854K Buy
22,541
+1,670
+8% +$62.4K 0.81% 43
2020
Q3 		$785K Buy
20,871
+1,481
+8% +$56.5K 0.74% 44
2020
Q2 		$690K Buy
19,390
+2,897
+18% +$99.1K 0.69% 51
2020
Q1 		$519K Buy
+16,493
New +$520K 0.51% 64

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Beam Wealth Advisors's GLDM Position: Q2 2023 in Review

Beam Wealth Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2023, closing a stake of 6,086 shares — an estimated $238K sold.

Beam Wealth Advisors first reported a position in GLDM in Q1 2020 and held it in 13 quarters. The position peaked at $854K in Q4 2020. 333 funds tracked by Wall St. Rank hold GLDM as of Q2 2023.

  • Beam Wealth Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q2 2023 after selling out during the quarter.
  • Beam Wealth Advisors sold 6,086 SPDR Gold MiniShares Trust shares in Q2 2023, an estimated $238K.
  • Beam Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and held it in 13 quarters.
  • Beam Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $854K in Q4 2020.
  • 333 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2023.

Based on Beam Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.