Bessemer Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bessemer Group’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	–	Sell	-869	Closed	-$32K	–	2201
2023 Q3	$32K	Hold	869	–	–	﹤0.01%	1396
2023 Q2	$33K	Hold	869	–	–	﹤0.01%	1436
2023 Q1	$34K	Buy	869 +500	+136%	+$18.8K	﹤0.01%	1291
2022 Q4	$13K	Buy	+369	New	+$12.7K	﹤0.01%	1386
2022 Q3	–	Sell	-393	Closed	-$14K	–	2080
2022 Q2	$14K	Hold	393	–	–	﹤0.01%	1312
2022 Q1	$15K	Hold	393	–	–	﹤0.01%	1303
2021 Q4	$14K	Hold	393	–	–	﹤0.01%	1346
2021 Q3	$14K	Sell	393 -45	-10%	-$1.6K	﹤0.01%	1298
2021 Q2	$16K	Buy	438 +45	+11%	+$1.63K	﹤0.01%	1266
2021 Q1	$13K	Hold	393	–	–	﹤0.01%	1255
2020 Q4	$15K	Buy	+393	New	+$14.7K	﹤0.01%	1221

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bessemer Group's GLDM Position: Q4 2023 in Review

Bessemer Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2023, closing a stake of 869 shares — an estimated $32K sold.

Bessemer Group first reported a position in GLDM in Q4 2020 and held it in 11 quarters. The position peaked at $34K in Q1 2023. 373 funds tracked by Wall St. Rank hold GLDM as of Q4 2023.

Bessemer Group reported no remaining SPDR Gold MiniShares Trust position as of Q4 2023 after selling out during the quarter.
Bessemer Group sold 869 SPDR Gold MiniShares Trust shares in Q4 2023, an estimated $32K.
Bessemer Group first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and held it in 11 quarters.
Bessemer Group's SPDR Gold MiniShares Trust position peaked at $34K in Q1 2023.
373 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2023.

Based on Bessemer Group's 13F filing for Q4 2023, filed 9 Feb 2024.