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Carmichael Hill & Associates’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Carmichael Hill & Associates’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
Q3 		$639K Buy
12,262
+1,245
+11% +$61.1K 0.23% 81
2024
Q2 		$508K Buy
11,017
+653
+6% +$30.3K 0.2% 90
2024
Q1 		$457K Buy
10,364
+383
+4% +$15.7K 0.18% 99
2023
Q4 		$408K Buy
9,981
+1,553
+18% +$60.9K 0.17% 106
2023
Q3 		$309K Hold
8,428
– – 0.14% 121
2023
Q2 		$321K Buy
8,428
+7,589
+905% +$298K 0.14% 121
2023
Q1 		$32.8K Hold
839
– – 0.02% 389
2022
Q4 		$30.4K Hold
839
– – 0.02% 409
2022
Q3 		$28K Hold
839
– – 0.02% 422
2022
Q2 		$30K Sell
839
-838
-50% -$31.2K 0.02% 409
2022
Q1 		$65K Hold
1,677
– – 0.03% 302
2021
Q4 		$61K Hold
1,677
– – 0.03% 333
2021
Q3 		$59K Hold
1,677
– – 0.03% 322
2021
Q2 		$59K Sell
1,677
-86
-5% -$3.1K 0.03% 317
2021
Q1 		$60K Sell
1,763
-56
-3% -$2K 0.03% 306
2020
Q4 		$69K Buy
1,819
+529
+41% +$19.8K 0.04% 274
2020
Q3 		$49K Buy
1,290
+56
+5% +$2.13K 0.03% 296
2020
Q2 		$44K Buy
1,234
+1,177
+2,065% +$40.3K 0.03% 290
2020
Q1 		$2K Hold
57
– – ﹤0.01% 610
2019
Q4 		$2K Buy
+57
New +$1.69K ﹤0.01% 630

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
EW
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
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carmichael Hill & Associates's GLDM Position: Q3 2024 in Review

Carmichael Hill & Associates increased its SPDR Gold MiniShares Trust (GLDM) stake by 11% in Q3 2024, buying an estimated $61.1K and bringing the position to 12,262 shares worth $639K. The position accounts for 0.23% of the portfolio, ranked #81.

Carmichael Hill & Associates first reported a position in GLDM in Q4 2019 and has held it in 20 quarters since. 465 funds tracked by Wall St. Rank hold GLDM as of Q3 2024.

  • Carmichael Hill & Associates held 12,262 shares of SPDR Gold MiniShares Trust worth $639K as of Q3 2024.
  • Carmichael Hill & Associates bought 1,245 SPDR Gold MiniShares Trust shares in Q3 2024, an estimated $61.1K.
  • SPDR Gold MiniShares Trust made up 0.23% of Carmichael Hill & Associates's portfolio in Q3 2024, its #81 holding.
  • Carmichael Hill & Associates first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 20 quarters since.
  • 465 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.