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Personal Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-27,489
Closed -$999K – 75
2021
Q4 		$999K Buy
+27,489
New +$982K 0.41% 30

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TI
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RWA
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EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Personal Wealth Partners's GLDM Position: Q1 2022 in Review

Personal Wealth Partners sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2022, closing a stake of 27,489 shares — an estimated $999K sold.

Personal Wealth Partners first reported a position in GLDM in Q4 2021 and held it in 1 quarter. The position peaked at $999K in Q4 2021. 238 funds tracked by Wall St. Rank hold GLDM as of Q1 2022.

  • Personal Wealth Partners reported no remaining SPDR Gold MiniShares Trust position as of Q1 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 27,489 SPDR Gold MiniShares Trust shares in Q1 2022, an estimated $999K.
  • Personal Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and held it in 1 quarter.
  • Personal Wealth Partners's SPDR Gold MiniShares Trust position peaked at $999K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2022.

Based on Personal Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.