HBC Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

HBC Financial 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 Q4	$26K	Hold	511	–	–	0.02%	90
2024 Q3	$28K	Hold	511	–	–	0.02%	91
2024 Q2	$24K	Hold	511	–	–	0.02%	93
2024 Q1	$23K	Hold	511	–	–	0.02%	91
2023 Q4	$20K	Hold	511	–	–	0.01%	94
2023 Q3	$18K	Hold	511	–	–	0.01%	96
2023 Q2	$20K	Hold	511	–	–	0.01%	90
2023 Q1	$20K	Hold	511	–	–	0.02%	114
2022 Q4	$18K	Hold	511	–	–	0.01%	93
2022 Q3	$16K	Hold	511	–	–	0.01%	95
2022 Q2	$17K	Hold	511	–	–	0.01%	101
2022 Q1	$19K	Sell	511 -1	-0.2%	-$37	0.01%	90
2021 Q4	$18K	Hold	512	–	–	0.01%	107
2021 Q3	$17K	Hold	512	–	–	0.01%	100
2021 Q2	$18K	Buy	+512	New	+$18.5K	0.01%	110

Other funds holding GLDM

Sumitomo Mitsui Trust Group

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

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

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

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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