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

BerganKDV 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
2022
Q2 		– Sell
-22
Closed -$1K – 1002
2022
Q1 		$1K Sell
22
-358
-94% -$13.4K ﹤0.01% 923
2021
Q4 		$14K Buy
+380
New +$13.6K ﹤0.01% 599

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BerganKDV Wealth Management's GLDM Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2022, closing a stake of 22 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in GLDM in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 273 funds tracked by Wall St. Rank hold GLDM as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 22 SPDR Gold MiniShares Trust shares in Q2 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's SPDR Gold MiniShares Trust position peaked at $14K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.