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Cahill Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cahill Financial 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
Q4 		– Sell
-7,289
Closed -$267K – 244
2023
Q3 		$267K Buy
+7,289
New +$279K 0.04% 210

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cahill Financial Advisors's GLDM Position: Q4 2023 in Review

Cahill Financial Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2023, closing a stake of 7,289 shares — an estimated $267K sold.

Cahill Financial Advisors first reported a position in GLDM in Q3 2023 and held it in 1 quarter. The position peaked at $267K in Q3 2023. 373 funds tracked by Wall St. Rank hold GLDM as of Q4 2023.

  • Cahill Financial Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q4 2023 after selling out during the quarter.
  • Cahill Financial Advisors sold 7,289 SPDR Gold MiniShares Trust shares in Q4 2023, an estimated $267K.
  • Cahill Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2023 and held it in 1 quarter.
  • Cahill Financial Advisors's SPDR Gold MiniShares Trust position peaked at $267K in Q3 2023.
  • 373 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2023.

Based on Cahill Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.