Heritage Wealth Management (Arizona)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Heritage Wealth Management (Arizona)’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	$3.11K	Buy	86 +43	+100%	+$1.48K	﹤0.01%	934
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	942
2022 Q2	$1.54K	Sell	43 -338	-89%	-$12.6K	﹤0.01%	904
2022 Q1	$15K	Buy	+381	New	+$14.2K	﹤0.01%	648
2021 Q3	$13K	Hold	382	–	–	﹤0.01%	622
2021 Q2	$13K	Buy	+382	New	+$13.8K	﹤0.01%	627

Other funds holding GLDM

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

CCWM

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

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

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GLDM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its SPDR Gold MiniShares Trust (GLDM) stake by 100% in Q4 2022, buying an estimated $1.48K and bringing the position to 86 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Heritage Wealth Management (Arizona) first reported a position in GLDM in Q2 2021 and has held it in 6 quarters since. The position peaked at $15K in Q1 2022. 274 funds tracked by Wall St. Rank hold GLDM as of Q4 2022.

Heritage Wealth Management (Arizona) held 86 shares of SPDR Gold MiniShares Trust worth $3.11K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 43 SPDR Gold MiniShares Trust shares in Q4 2022, an estimated $1.48K.
SPDR Gold MiniShares Trust made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #934 holding.
Heritage Wealth Management (Arizona) first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s SPDR Gold MiniShares Trust position peaked at $15K in Q1 2022.
274 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.