CFFP
GLDM icon

Center for Financial Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-26
Closed -$1K – 590
2022
Q3 		$1K Buy
+26
New +$891 ﹤0.01% 596

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Center for Financial Planning's GLDM Position: Q4 2022 in Review

Center for Financial Planning sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2022, closing a stake of 26 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in GLDM in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 274 funds tracked by Wall St. Rank hold GLDM as of Q4 2022.

  • Center for Financial Planning reported no remaining SPDR Gold MiniShares Trust position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 26 SPDR Gold MiniShares Trust shares in Q4 2022, an estimated $1K.
  • Center for Financial Planning first reported a position in SPDR Gold MiniShares Trust in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's SPDR Gold MiniShares Trust position peaked at $1K in Q3 2022.
  • 274 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.