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Goodman Advisory Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Goodman Advisory 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
2022
Q4 		– Sell
-138,842
Closed -$4.58M – 149
2022
Q3 		$4.58M Sell
138,842
-199,134
-59% -$6.83M 2.5% 8
2022
Q2 		$12.1M Buy
+337,976
New +$12.6M 5.41% 4

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goodman Advisory Group's GLDM Position: Q4 2022 in Review

Goodman Advisory Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2022, closing a stake of 138,842 shares — an estimated $4.58M sold.

Goodman Advisory Group first reported a position in GLDM in Q2 2022 and held it in 2 quarters. The position peaked at $12.1M in Q2 2022. 274 funds tracked by Wall St. Rank hold GLDM as of Q4 2022.

  • Goodman Advisory Group reported no remaining SPDR Gold MiniShares Trust position as of Q4 2022 after selling out during the quarter.
  • Goodman Advisory Group sold 138,842 SPDR Gold MiniShares Trust shares in Q4 2022, an estimated $4.58M.
  • Goodman Advisory Group first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and held it in 2 quarters.
  • Goodman Advisory Group's SPDR Gold MiniShares Trust position peaked at $12.1M in Q2 2022.
  • 274 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2022.

Based on Goodman Advisory Group's 13F filing for Q4 2022, filed 20 Jan 2023.