EisnerAmper Wealth Management Corporate Benefits’s SPDR Gold MiniShares Trust GLDM Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$1.35M	Sell	33,105 -23,211	-41%	-$910K	0.49%	42
2023 Q3	$2.06M	Buy	+56,316	New	+$2.15M	0.92%	36
2023 Q2	–	Sell	-99,681	Closed	-$3.9M	–	58
2023 Q1	$3.9M	Buy	99,681 +62,436	+168%	+$2.35M	1.89%	18
2022 Q4	$1.35M	Buy	37,245 +749	+2%	+$25.7K	0.69%	30
2022 Q3	$1.2M	Sell	36,496 -32,286	-47%	-$1.11M	0.69%	29
2022 Q2	$2.47M	Sell	68,782 -49,070	-42%	-$1.83M	1.31%	26
2022 Q1	$4.53M	Buy	117,852 +14,435	+14%	+$539K	2.18%	14
2021 Q4	$3.76M	Buy	103,417 +7,605	+8%	+$272K	1.71%	17
2021 Q3	$3.35M	Buy	95,812 +15,694	+20%	+$559K	1.68%	19
2021 Q2	$2.82M	Buy	80,118 +4,358	+6%	+$157K	1.42%	21
2021 Q1	$2.58M	Buy	75,760 +5,947	+9%	+$212K	1.39%	23
2020 Q4	$2.65M	Buy	69,813 +4,718	+7%	+$176K	1.51%	22
2020 Q3	$2.45M	Buy	65,095 +8,288	+15%	+$316K	1.61%	21
2020 Q2	$2.02M	Buy	+56,807	New	+$1.94M	1.38%	22
2019 Q2	–	Sell	-21,578	Closed	-$557K	–	33
2019 Q1	$557K	Buy	21,578 +11,989	+125%	+$312K	0.42%	30
2018 Q4	$246K	Buy	+9,589	New	+$235K	0.21%	35

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

EisnerAmper Wealth Management Corporate Benefits's GLDM Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its SPDR Gold MiniShares Trust (GLDM) stake by 41% in Q4 2023, selling an estimated $910K and leaving 33,105 shares worth $1.35M. The position accounts for 0.49% of the portfolio, ranked #42.

EisnerAmper Wealth Management Corporate Benefits first reported a position in GLDM in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.53M in Q1 2022. 373 funds tracked by Wall St. Rank hold GLDM as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 33,105 shares of SPDR Gold MiniShares Trust worth $1.35M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 23,211 SPDR Gold MiniShares Trust shares in Q4 2023, an estimated $910K.
SPDR Gold MiniShares Trust made up 0.49% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #42 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 16 quarters since.
EisnerAmper Wealth Management Corporate Benefits's SPDR Gold MiniShares Trust position peaked at $4.53M in Q1 2022.
373 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.