Bedel Financial Consulting’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bedel Financial Consulting’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
2022 Q1	–	Sell	-591	Closed	-$21K	–	1006
2021 Q4	$21K	Sell	591 -99	-14%	-$3.54K	0.01%	557
2021 Q3	$24K	Sell	690 -492	-42%	-$17.5K	0.01%	516
2021 Q2	$42K	Hold	1,182	–	–	0.01%	404
2021 Q1	$40K	Sell	1,182 -148	-11%	-$5.28K	0.02%	393
2020 Q4	$50K	Buy	1,330 +148	+13%	+$5.53K	0.02%	314
2020 Q3	$44K	Buy	+1,182	New	+$45.1K	0.02%	315

Other funds holding GLDM

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return