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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HBC Financial Services's GLDM Position: Q4 2024 in Review

HBC Financial Services held its SPDR Gold MiniShares Trust (GLDM) position steady in Q4 2024 at 511 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #90.

HBC Financial Services first reported a position in GLDM in Q2 2021 and has held it in 15 quarters since. The position peaked at $28K in Q3 2024. 540 funds tracked by Wall St. Rank hold GLDM as of Q4 2024.

HBC Financial Services held 511 shares of SPDR Gold MiniShares Trust worth $26K as of Q4 2024.
HBC Financial Services left its SPDR Gold MiniShares Trust share count unchanged in Q4 2024.
SPDR Gold MiniShares Trust made up 0.02% of HBC Financial Services's portfolio in Q4 2024, its #90 holding.
HBC Financial Services first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and has held it in 15 quarters since.
HBC Financial Services's SPDR Gold MiniShares Trust position peaked at $28K in Q3 2024.
540 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.