High Net Worth Advisory Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

High Net Worth 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
2023 Q1	–	Sell	-1,500	Closed	-$54.3K	–	343
2022 Q4	$54.3K	Hold	1,500	–	–	0.02%	315
2022 Q3	$49K	Hold	1,500	–	–	0.02%	329
2022 Q2	$54K	Hold	1,500	–	–	0.02%	310
2022 Q1	$58K	Hold	1,500	–	–	0.02%	318
2021 Q4	$55K	Buy	+1,500	New	+$53.6K	0.02%	337

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

AHSSHC

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

High Net Worth Advisory Group's GLDM Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2023, closing a stake of 1,500 shares — an estimated $54.3K sold.

High Net Worth Advisory Group first reported a position in GLDM in Q4 2021 and held it in 5 quarters. The position peaked at $58K in Q1 2022. 317 funds tracked by Wall St. Rank hold GLDM as of Q1 2023.

High Net Worth Advisory Group reported no remaining SPDR Gold MiniShares Trust position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,500 SPDR Gold MiniShares Trust shares in Q1 2023, an estimated $54.3K.
High Net Worth Advisory Group first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's SPDR Gold MiniShares Trust position peaked at $58K in Q1 2022.
317 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.