Executive Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Executive Wealth Management’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
2024 Q4	$5.1M	Buy	+98,081	New	+$5.17M	0.4%	75

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Executive Wealth Management's GLDM Position: Q4 2024 in Review

Executive Wealth Management opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q4 2024: 98,081 shares worth $5.1M. The stake represents 0.4% of the portfolio and ranks #75 among its holdings.

540 funds tracked by Wall St. Rank hold GLDM as of Q4 2024.

Executive Wealth Management held 98,081 shares of SPDR Gold MiniShares Trust worth $5.1M as of Q4 2024.
SPDR Gold MiniShares Trust was a new Executive Wealth Management position in Q4 2024.
SPDR Gold MiniShares Trust made up 0.4% of Executive Wealth Management's portfolio in Q4 2024, its #75 holding.
540 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.