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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

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bedel Financial Consulting's GLDM Position: Q1 2022 in Review

Bedel Financial Consulting sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2022, closing a stake of 591 shares — an estimated $21K sold.

Bedel Financial Consulting first reported a position in GLDM in Q3 2020 and held it in 6 quarters. The position peaked at $50K in Q4 2020. 238 funds tracked by Wall St. Rank hold GLDM as of Q1 2022.

  • Bedel Financial Consulting reported no remaining SPDR Gold MiniShares Trust position as of Q1 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 591 SPDR Gold MiniShares Trust shares in Q1 2022, an estimated $21K.
  • Bedel Financial Consulting first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and held it in 6 quarters.
  • Bedel Financial Consulting's SPDR Gold MiniShares Trust position peaked at $50K in Q4 2020.
  • 238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.