Capstone Wealth Management Group (Pennsylvania)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2024 Q4	–	Sell	-59,177	Closed	-$3.08M	–	76
2024 Q3	$3.08M	Buy	59,177 +545	+0.9%	+$26.8K	1.83%	15
2024 Q2	$2.7M	Buy	58,632 +1,094	+2%	+$50.7K	1.77%	16
2024 Q1	$2.53M	Buy	57,538 +4,123	+8%	+$169K	1.82%	16
2023 Q4	$2.19M	Buy	53,415 +2,924	+6%	+$115K	2.07%	13
2023 Q3	$1.85M	Buy	50,491 +4,072	+9%	+$156K	1.92%	15
2023 Q2	$1.77M	Buy	+46,419	New	+$1.82M	1.82%	15

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s GLDM Position: Q4 2024 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2024, closing a stake of 59,177 shares — an estimated $3.08M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in GLDM in Q2 2023 and held it in 6 quarters. The position peaked at $3.08M in Q3 2024. 540 funds tracked by Wall St. Rank hold GLDM as of Q4 2024.

Capstone Wealth Management Group (Pennsylvania) reported no remaining SPDR Gold MiniShares Trust position as of Q4 2024 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 59,177 SPDR Gold MiniShares Trust shares in Q4 2024, an estimated $3.08M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and held it in 6 quarters.
Capstone Wealth Management Group (Pennsylvania)'s SPDR Gold MiniShares Trust position peaked at $3.08M in Q3 2024.
540 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2024.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q4 2024, filed 14 Jan 2025.