DADC
GLDM icon

D.A. Davidson & Co’s SPDR Gold MiniShares Trust GLDM Stock Holding History

D.A. Davidson & Co’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
-6,419
Closed -$245K – 1349
2023
Q2 		$245K Buy
+6,419
New +$252K ﹤0.01% 1174

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 $3.37T AUM 44.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

D.A. Davidson & Co's GLDM Position: Q3 2023 in Review

D.A. Davidson & Co sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2023, closing a stake of 6,419 shares — an estimated $245K sold.

D.A. Davidson & Co first reported a position in GLDM in Q2 2023 and held it in 1 quarter. The position peaked at $245K in Q2 2023. 344 funds tracked by Wall St. Rank hold GLDM as of Q3 2023.

  • D.A. Davidson & Co reported no remaining SPDR Gold MiniShares Trust position as of Q3 2023 after selling out during the quarter.
  • D.A. Davidson & Co sold 6,419 SPDR Gold MiniShares Trust shares in Q3 2023, an estimated $245K.
  • D.A. Davidson & Co first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and held it in 1 quarter.
  • D.A. Davidson & Co's SPDR Gold MiniShares Trust position peaked at $245K in Q2 2023.
  • 344 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2023.

Based on D.A. Davidson & Co's 13F filing for Q3 2023, filed 8 Nov 2023.