Householder Group Estate & Retirement Specialist’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Householder Group Estate & Retirement Specialist’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	$9K	Sell	182 -1,206	-87%	-$63.6K	0.01%	372
2024 Q3	$72K	Sell	1,388 -857	-38%	-$42.1K	0.02%	424
2024 Q2	$103K	Sell	2,245 -20	-0.9%	-$927	0.03%	344
2024 Q1	$99.8K	Sell	2,265 -541	-19%	-$22.2K	0.03%	344
2023 Q4	$114K	Sell	2,806 -1,014	-27%	-$39.8K	0.04%	309
2023 Q3	$140K	Buy	+3,820	New	+$146K	0.05%	262
2023 Q1	$284K	Buy	+7,270	New	+$273K	0.11%	170
2022 Q4	–	Sell	-9,032	Closed	-$297K	–	615
2022 Q3	$297K	Sell	9,032 -2,428	-21%	-$83.2K	0.12%	156
2022 Q2	$411K	Buy	+11,460	New	+$426K	0.18%	128

Other funds holding GLDM

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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CCWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GLDM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its SPDR Gold MiniShares Trust (GLDM) stake by 87% in Q4 2024, selling an estimated $63.6K and leaving 182 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #372.

Householder Group Estate & Retirement Specialist first reported a position in GLDM in Q2 2022 and has held it in 9 quarters since. The position peaked at $411K in Q2 2022. 540 funds tracked by Wall St. Rank hold GLDM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 182 shares of SPDR Gold MiniShares Trust worth $9K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,206 SPDR Gold MiniShares Trust shares in Q4 2024, an estimated $63.6K.
SPDR Gold MiniShares Trust made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #372 holding.
Householder Group Estate & Retirement Specialist first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's SPDR Gold MiniShares Trust position peaked at $411K in Q2 2022.
540 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.