Laurel Wealth Advisors (California)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	–	Sell	-24,181	Closed	-$797K	–	649
2022 Q3	$797K	Sell	24,181 -253,827	-91%	-$8.7M	0.09%	253
2022 Q2	$9.97M	Buy	278,008 +18,145	+7%	+$675K	1.02%	13
2022 Q1	$10M	Buy	259,863 +78,101	+43%	+$2.92M	0.83%	17
2021 Q4	$6.61M	Buy	+181,762	New	+$6.49M	0.51%	39

Other funds holding GLDM

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GLDM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2022, closing a stake of 24,181 shares — an estimated $797K sold.

Laurel Wealth Advisors (California) first reported a position in GLDM in Q4 2021 and held it in 4 quarters. The position peaked at $10M in Q1 2022. 274 funds tracked by Wall St. Rank hold GLDM as of Q4 2022.

Laurel Wealth Advisors (California) reported no remaining SPDR Gold MiniShares Trust position as of Q4 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 24,181 SPDR Gold MiniShares Trust shares in Q4 2022, an estimated $797K.
Laurel Wealth Advisors (California) first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s SPDR Gold MiniShares Trust position peaked at $10M in Q1 2022.
274 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.