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Procyon Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Procyon 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
Q4 		– Sell
-13,476
Closed -$494K – 511
2023
Q3 		$494K Buy
13,476
+445
+3% +$17K 0.05% 304
2023
Q2 		$496K Buy
13,031
+892
+7% +$35K 0.06% 276
2023
Q1 		$475K Buy
+12,139
New +$456K 0.08% 232
2022
Q2 		– Sell
-40,712
Closed -$1.57M – 334
2022
Q1 		$1.57M Buy
+40,712
New +$1.52M 0.33% 67

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UBS Group
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Jane Street
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BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Bank of America
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return