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

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

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

APF

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

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

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

RWA

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

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

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

Merriman Wealth Management's GLDM Position: Q3 2022 in Review

Merriman Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2022, closing a stake of 37,580 shares — an estimated $1.35M sold.

Merriman Wealth Management first reported a position in GLDM in Q1 2020 and held it in 9 quarters. The position peaked at $2.54M in Q1 2022. 254 funds tracked by Wall St. Rank hold GLDM as of Q3 2022.

Merriman Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q3 2022 after selling out during the quarter.
Merriman Wealth Management sold 37,580 SPDR Gold MiniShares Trust shares in Q3 2022, an estimated $1.35M.
Merriman Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and held it in 9 quarters.
Merriman Wealth Management's SPDR Gold MiniShares Trust position peaked at $2.54M in Q1 2022.
254 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2022.

Based on Merriman Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.