Newbridge Financial Services Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Newbridge Financial Services Group’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	-182	Closed	-$7.12K	–	1385
2023 Q1	$7.12K	Buy	182 +53	+41%	+$1.99K	﹤0.01%	983
2022 Q4	$4.67K	Hold	129	–	–	﹤0.01%	1078
2022 Q3	$4K	Hold	129	–	–	﹤0.01%	1078
2022 Q2	$5K	Buy	129 +43	+50%	+$1.6K	﹤0.01%	1006
2022 Q1	$3K	Sell	86 -1	-1%	-$37	﹤0.01%	1199
2021 Q4	$3K	Hold	87	–	–	﹤0.01%	1157
2021 Q3	$3K	Hold	87	–	–	﹤0.01%	1112
2021 Q2	$3K	Buy	+87	New	+$3.14K	﹤0.01%	1212

Other funds holding GLDM

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Newbridge Financial Services Group's GLDM Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2023, closing a stake of 182 shares — an estimated $7.12K sold.

Newbridge Financial Services Group first reported a position in GLDM in Q2 2021 and held it in 8 quarters. The position peaked at $7.12K in Q1 2023. 333 funds tracked by Wall St. Rank hold GLDM as of Q2 2023.

Newbridge Financial Services Group reported no remaining SPDR Gold MiniShares Trust position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 182 SPDR Gold MiniShares Trust shares in Q2 2023, an estimated $7.12K.
Newbridge Financial Services Group first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's SPDR Gold MiniShares Trust position peaked at $7.12K in Q1 2023.
333 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.