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New England Capital Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

New England Capital Financial Advisors’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
Q2 		– Sell
-135
Closed -$5.28K – 410
2023
Q1 		$5.28K Hold
135
– – ﹤0.01% 291
2022
Q4 		$5.17K Buy
+135
New +$4.64K ﹤0.01% 296

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
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

New England Capital Financial Advisors's GLDM Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2023, closing a stake of 135 shares — an estimated $5.28K sold.

New England Capital Financial Advisors first reported a position in GLDM in Q4 2022 and held it in 2 quarters. The position peaked at $5.28K in Q1 2023. 333 funds tracked by Wall St. Rank hold GLDM as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 135 SPDR Gold MiniShares Trust shares in Q2 2023, an estimated $5.28K.
  • New England Capital Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's SPDR Gold MiniShares Trust position peaked at $5.28K in Q1 2023.
  • 333 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.