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Ellevest Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-49
Closed -$1.92K – 853
2023
Q1 		$1.92K Buy
+49
New +$1.84K ﹤0.01% 1451
2021
Q2 		– Sell
-20
Closed -$1K – 1320
2021
Q1 		$1K Buy
+20
New +$714 ﹤0.01% 1154

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
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Ellevest Inc's GLDM Position: Q2 2023 in Review

Ellevest Inc sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2023, closing a stake of 49 shares — an estimated $1.92K sold.

Ellevest Inc first reported a position in GLDM in Q1 2021 and held it in 2 quarters. The position peaked at $1.92K in Q1 2023. 333 funds tracked by Wall St. Rank hold GLDM as of Q2 2023.

  • Ellevest Inc reported no remaining SPDR Gold MiniShares Trust position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 49 SPDR Gold MiniShares Trust shares in Q2 2023, an estimated $1.92K.
  • Ellevest Inc first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and held it in 2 quarters.
  • Ellevest Inc's SPDR Gold MiniShares Trust position peaked at $1.92K in Q1 2023.
  • 333 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.