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Concord Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-351
Closed -$13.4K – 1054
2023
Q2 		$13.4K Buy
351
+311
+778% +$12.2K ﹤0.01% 562
2023
Q1 		$1.56K Sell
40
-1,755
-98% -$65.9K ﹤0.01% 849
2022
Q4 		$65K Buy
+1,795
New +$61.7K 0.02% 324

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Concord Wealth Partners's GLDM Position: Q3 2023 in Review

Concord Wealth Partners sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2023, closing a stake of 351 shares — an estimated $13.4K sold.

Concord Wealth Partners first reported a position in GLDM in Q4 2022 and held it in 3 quarters. The position peaked at $65K in Q4 2022. 344 funds tracked by Wall St. Rank hold GLDM as of Q3 2023.

  • Concord Wealth Partners reported no remaining SPDR Gold MiniShares Trust position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 351 SPDR Gold MiniShares Trust shares in Q3 2023, an estimated $13.4K.
  • Concord Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's SPDR Gold MiniShares Trust position peaked at $65K in Q4 2022.
  • 344 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.