KHC
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Koesten Hirschmann & Crabtree’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-40
Closed -$1.56K – 202
2023
Q1 		$1.56K Buy
+40
New +$1.5K ﹤0.01% 168

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Koesten Hirschmann & Crabtree's GLDM Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2023, closing a stake of 40 shares — an estimated $1.56K sold.

Koesten Hirschmann & Crabtree first reported a position in GLDM in Q1 2023 and held it in 1 quarter. The position peaked at $1.56K in Q1 2023. 333 funds tracked by Wall St. Rank hold GLDM as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining SPDR Gold MiniShares Trust position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 40 SPDR Gold MiniShares Trust shares in Q2 2023, an estimated $1.56K.
  • Koesten Hirschmann & Crabtree first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's SPDR Gold MiniShares Trust position peaked at $1.56K in Q1 2023.
  • 333 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.