FirstPurpose Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

FirstPurpose Wealth’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 Q1	$1.02M	Buy	22,070 +13,366	+154%	+$549K	0.37%	49
2023 Q4	$356K	Sell	8,704 -4,834	-36%	-$190K	0.14%	138
2023 Q3	$496K	Sell	13,538 -2,670	-16%	-$102K	0.21%	83
2023 Q2	$617K	Sell	16,208 -4,598	-22%	-$180K	0.26%	68
2023 Q1	$814K	Buy	20,806 +13,116	+171%	+$493K	0.4%	48
2022 Q4	$278K	Buy	7,690 +165	+2%	+$5.67K	0.16%	127
2022 Q3	$248K	Sell	7,525 -2,558	-25%	-$87.7K	0.16%	119
2022 Q2	$362K	Sell	10,083 -2,185	-18%	-$81.3K	0.24%	75
2022 Q1	$472K	Buy	12,268 +1,593	+15%	+$59.5K	0.37%	56
2021 Q4	$388K	Buy	+10,675	New	+$381K	0.24%	76

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

FirstPurpose Wealth's GLDM Position: Q1 2024 in Review

FirstPurpose Wealth increased its SPDR Gold MiniShares Trust (GLDM) stake by 154% in Q1 2024, buying an estimated $549K and bringing the position to 22,070 shares worth $1.02M. The position accounts for 0.37% of the portfolio, ranked #49.

FirstPurpose Wealth first reported a position in GLDM in Q4 2021 and has held it in 10 quarters since. 377 funds tracked by Wall St. Rank hold GLDM as of Q1 2024.

FirstPurpose Wealth held 22,070 shares of SPDR Gold MiniShares Trust worth $1.02M as of Q1 2024.
FirstPurpose Wealth bought 13,366 SPDR Gold MiniShares Trust shares in Q1 2024, an estimated $549K.
SPDR Gold MiniShares Trust made up 0.37% of FirstPurpose Wealth's portfolio in Q1 2024, its #49 holding.
FirstPurpose Wealth first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 10 quarters since.
377 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.