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

Kozak & 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
2024
Q3 		– Sell
-35
Closed -$1.64K – 406
2024
Q2 		$1.64K Buy
+35
New +$1.62K ﹤0.01% 329

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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kozak & Associates's GLDM Position: Q3 2024 in Review

Kozak & Associates sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2024, closing a stake of 35 shares — an estimated $1.64K sold.

Kozak & Associates first reported a position in GLDM in Q2 2024 and held it in 1 quarter. The position peaked at $1.64K in Q2 2024. 465 funds tracked by Wall St. Rank hold GLDM as of Q3 2024.

  • Kozak & Associates reported no remaining SPDR Gold MiniShares Trust position as of Q3 2024 after selling out during the quarter.
  • Kozak & Associates sold 35 SPDR Gold MiniShares Trust shares in Q3 2024, an estimated $1.64K.
  • Kozak & Associates first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and held it in 1 quarter.
  • Kozak & Associates's SPDR Gold MiniShares Trust position peaked at $1.64K in Q2 2024.
  • 465 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2024.

Based on Kozak & Associates's 13F filing for Q3 2024, filed 17 Oct 2024.