Financial Strategies Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial Strategies 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
2023 Q3	–	Sell	-240,396	Closed	-$9.16M	–	77
2023 Q2	$9.16M	Buy	240,396 +32,262	+16%	+$1.27M	2.93%	11
2023 Q1	$8.14M	Sell	208,134 -7,453	-3%	-$280K	3.13%	11
2022 Q4	$7.8M	Sell	215,587 -2,116	-1%	-$72.7K	3.24%	10
2022 Q3	$7.18M	Sell	217,703 -13,042	-6%	-$447K	3.25%	10
2022 Q2	$8.28M	Sell	230,745 -47,243	-17%	-$1.76M	3.47%	10
2022 Q1	$10.7M	Buy	277,988 +9,059	+3%	+$338K	4.26%	8
2021 Q4	$9.78M	Buy	268,929 +14,241	+6%	+$509K	3.99%	8
2021 Q3	$8.89M	Buy	254,688 +12,676	+5%	+$451K	3.97%	8
2021 Q2	$8.52M	Buy	242,012 +20,825	+9%	+$752K	3.94%	9
2021 Q1	$7.52M	Buy	+221,187	New	+$7.9M	3.89%	9

Other funds holding GLDM

Sumitomo Mitsui Trust Group

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 $5.42B AUM 23.85% 1-Year Est. Return

Asset Management One

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Bank of America

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

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return