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Edge Capital Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Edge Capital Group’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
Q3 		– Sell
-55,781
Closed -$1.63M – 360
2022
Q2 		$1.63M Buy
55,781
+50,224
+904% +$1.87M 0.14% 115
2022
Q1 		$214K Buy
+5,557
New +$207K 0.01% 275
2021
Q2 		– Sell
-28,386
Closed -$965K – 281
2021
Q1 		$965K Sell
28,386
-26,937
-49% -$962K 0.08% 136
2020
Q4 		$2.1M Buy
55,323
+11,086
+25% +$414K 0.18% 95
2020
Q3 		$1.66M Buy
+44,237
New +$1.69M 0.17% 98

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Edge Capital Group's GLDM Position: Q3 2022 in Review

Edge Capital Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2022, closing a stake of 55,781 shares — an estimated $1.63M sold.

Edge Capital Group first reported a position in GLDM in Q3 2020 and held it in 5 quarters. The position peaked at $2.1M in Q4 2020. 254 funds tracked by Wall St. Rank hold GLDM as of Q3 2022.

  • Edge Capital Group reported no remaining SPDR Gold MiniShares Trust position as of Q3 2022 after selling out during the quarter.
  • Edge Capital Group sold 55,781 SPDR Gold MiniShares Trust shares in Q3 2022, an estimated $1.63M.
  • Edge Capital Group first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and held it in 5 quarters.
  • Edge Capital Group's SPDR Gold MiniShares Trust position peaked at $2.1M in Q4 2020.
  • 254 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2022.

Based on Edge Capital Group's 13F filing for Q3 2022, filed 9 Nov 2022.