MAM
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Milestone Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Milestone Asset 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
2023
Q1 		– Sell
-7,894
Closed -$303K – 78
2022
Q4 		$303K Buy
+7,894
New +$271K 0.18% 45

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Asset Management's GLDM Position: Q1 2023 in Review

Milestone Asset Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2023, closing a stake of 7,894 shares — an estimated $303K sold.

Milestone Asset Management first reported a position in GLDM in Q4 2022 and held it in 1 quarter. The position peaked at $303K in Q4 2022. 317 funds tracked by Wall St. Rank hold GLDM as of Q1 2023.

  • Milestone Asset Management reported no remaining SPDR Gold MiniShares Trust position as of Q1 2023 after selling out during the quarter.
  • Milestone Asset Management sold 7,894 SPDR Gold MiniShares Trust shares in Q1 2023, an estimated $303K.
  • Milestone Asset Management first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and held it in 1 quarter.
  • Milestone Asset Management's SPDR Gold MiniShares Trust position peaked at $303K in Q4 2022.
  • 317 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2023.

Based on Milestone Asset Management's 13F filing for Q1 2023, filed 9 May 2023.