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Klingman & Associates’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Klingman & Associates’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
Q2 		– Sell
-14,381
Closed -$553K – 200
2022
Q1 		$553K Buy
+14,381
New +$537K 0.05% 111

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Klingman & Associates's GLDM Position: Q2 2022 in Review

Klingman & Associates sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2022, closing a stake of 14,381 shares — an estimated $553K sold.

Klingman & Associates first reported a position in GLDM in Q1 2022 and held it in 1 quarter. The position peaked at $553K in Q1 2022. 273 funds tracked by Wall St. Rank hold GLDM as of Q2 2022.

  • Klingman & Associates reported no remaining SPDR Gold MiniShares Trust position as of Q2 2022 after selling out during the quarter.
  • Klingman & Associates sold 14,381 SPDR Gold MiniShares Trust shares in Q2 2022, an estimated $553K.
  • Klingman & Associates first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and held it in 1 quarter.
  • Klingman & Associates's SPDR Gold MiniShares Trust position peaked at $553K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2022.

Based on Klingman & Associates's 13F filing for Q2 2022, filed 27 Jul 2022.