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Catalyst Private Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Catalyst Private Wealth’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
-7,121
Closed -$261K – 79
2023
Q3 		$261K Hold
7,121
– – 0.15% 62
2023
Q2 		$271K Sell
7,121
-1,859
-21% -$73K 0.17% 62
2023
Q1 		$351K Sell
8,980
-3,379
-27% -$127K 0.24% 59
2022
Q4 		$447K Buy
+12,359
New +$425K 0.36% 50
2022
Q3 		– Sell
-13,372
Closed -$480K – 69
2022
Q2 		$480K Hold
13,372
– – 0.34% 49
2022
Q1 		$514K Buy
13,372
+1,684
+14% +$62.9K 0.26% 55
2021
Q4 		$425K Buy
+11,688
New +$417K 0.18% 58

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 $564B 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 $93.1B 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 $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return