Merriman Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Merriman Wealth Management’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 Q3	–	Sell	-37,580	Closed	-$1.35M	–	181
2022 Q2	$1.35M	Sell	37,580 -28,500	-43%	-$1.06M	0.09%	49
2022 Q1	$2.54M	Buy	66,080 +14,890	+29%	+$556K	0.21%	48
2021 Q4	$1.86M	Buy	51,190 +110	+0.2%	+$3.93K	0.14%	75
2021 Q3	$1.78M	Buy	51,080 +25,000	+96%	+$890K	0.15%	76
2021 Q2	$919K	Buy	+26,080	New	+$942K	0.08%	119
2021 Q1	–	Sell	-25,000	Closed	-$947K	–	198
2020 Q4	$947K	Hold	25,000	–	–	0.1%	113
2020 Q3	$940K	Sell	25,000 -5,000	-17%	-$191K	0.14%	88
2020 Q2	$1.07M	Sell	30,000 -15,000	-33%	-$513K	0.17%	83
2020 Q1	$1.42M	Buy	+45,000	New	+$1.42M	0.31%	45

Other funds holding GLDM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Management One

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return