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Mowery & Schoenfeld Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mowery & Schoenfeld 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
2024
Q4 		– Sell
-202
Closed -$10.5K – 499
2024
Q3 		$10.5K Buy
+202
New +$9.92K 0.02% 174
2024
Q1 		– Sell
-2,799
Closed -$115K – 173
2023
Q4 		$115K Buy
+2,799
New +$110K 0.23% 51

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's GLDM Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2024, closing a stake of 202 shares — an estimated $10.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in GLDM in Q4 2023 and held it in 2 quarters. The position peaked at $115K in Q4 2023. 541 funds tracked by Wall St. Rank hold GLDM as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 202 SPDR Gold MiniShares Trust shares in Q4 2024, an estimated $10.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's SPDR Gold MiniShares Trust position peaked at $115K in Q4 2023.
  • 541 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.