Glassman Wealth Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Glassman Wealth Services’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	-5,820	Closed	-$238K	–	839
2023 Q4	$238K	Buy	5,820 +5,800	+29,000%	+$227K	0.03%	165
2023 Q3	$733	Buy	+20	New	+$765	﹤0.01%	1648
2023 Q2	–	Sell	-388	Closed	-$15.2K	–	1956
2023 Q1	$15.2K	Sell	388 -1,119	-74%	-$42K	﹤0.01%	698
2022 Q4	$54.5K	Sell	1,507 -894	-37%	-$30.7K	0.01%	400
2022 Q3	$79K	Buy	2,401 +61	+3%	+$2.09K	0.02%	288
2022 Q2	$84K	Buy	+2,340	New	+$87K	0.02%	282
2021 Q4	–	Sell	-848	Closed	-$30K	–	1738
2021 Q3	$30K	Buy	848 +838	+8,380%	+$29.8K	0.01%	474
2021 Q2	$0	Hold	10	–	–	﹤0.01%	1533
2021 Q1	$0	Buy	+10	New	+$357	﹤0.01%	1489

Other funds holding GLDM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return