Focused Wealth Management
GLDM icon

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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Evoke Wealth
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
3EDGE Asset Management
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.