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

Focused 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 Q1	–	Sell	-2,060	Closed	-$84.3K	–	496
2023 Q4	$84.3K	Hold	2,060	–	–	0.01%	233
2023 Q3	$75.5K	Hold	2,060	–	–	0.01%	237
2023 Q2	$78.5K	Buy	2,060 +8	+0.4%	+$314	0.01%	240
2023 Q1	$80.3K	Buy	2,052 +200	+11%	+$7.51K	0.02%	230
2022 Q4	$67K	Buy	+1,852	New	+$63.6K	0.01%	266
2021 Q1	–	Sell	-8	Closed	–	–	943
2020 Q4	$0	Hold	8	–	–	﹤0.01%	854
2020 Q3	$0	Buy	8 +5	+167%	+$191	﹤0.01%	812
2020 Q2	$0	Hold	3	–	–	﹤0.01%	778
2020 Q1	$0	Sell	3 -93,184	-100%	-$2.94M	﹤0.01%	733
2019 Q4	$2.82M	Sell	93,187 -5,733	-6%	-$170K	0.67%	26
2019 Q3	$2.91M	Sell	98,920 -311	-0.3%	-$9.15K	0.8%	20
2019 Q2	$2.8M	Buy	99,231 +1,491	+2%	+$39K	0.75%	22
2019 Q1	$2.52M	Buy	97,740 +97,737	+3,257,900%	+$2.55M	0.76%	23
2018 Q4	$0	Hold	3	–	–	﹤0.01%	716
2018 Q3	$0	Buy	+3	New	+$73	﹤0.01%	676

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 $1.56M AUM 25.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

3AM

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

Focused Wealth Management's GLDM Position: Q1 2024 in Review

Focused Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2024, closing a stake of 2,060 shares — an estimated $84.3K sold.

Focused Wealth Management first reported a position in GLDM in Q3 2018 and held it in 15 quarters. The position peaked at $2.91M in Q3 2019. 377 funds tracked by Wall St. Rank hold GLDM as of Q1 2024.

Focused Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 2,060 SPDR Gold MiniShares Trust shares in Q1 2024, an estimated $84.3K.
Focused Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2018 and held it in 15 quarters.
Focused Wealth Management's SPDR Gold MiniShares Trust position peaked at $2.91M in Q3 2019.
377 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.