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Investment Research & Advisory Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Investment Research & 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
2024
Q1 		– Sell
-34
Closed -$1.39K – 220
2023
Q4 		$1.39K Buy
+34
New +$1.33K ﹤0.01% 191

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Investment Research & Advisory Group's GLDM Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2024, closing a stake of 34 shares — an estimated $1.39K sold.

Investment Research & Advisory Group first reported a position in GLDM in Q4 2023 and held it in 1 quarter. The position peaked at $1.39K in Q4 2023. 377 funds tracked by Wall St. Rank hold GLDM as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining SPDR Gold MiniShares Trust position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 34 SPDR Gold MiniShares Trust shares in Q1 2024, an estimated $1.39K.
  • Investment Research & Advisory Group first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's SPDR Gold MiniShares Trust position peaked at $1.39K in Q4 2023.
  • 377 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.