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Raymond James Financial Services Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$25.7M Buy
493,386
+86,143
+21% +$4.23M 0.03% 449
2024
Q2 		$18.8M Buy
407,243
+7,671
+2% +$355K 0.03% 537
2024
Q1 		$17.6M Sell
399,572
-2,714
-0.7% -$112K 0.03% 565
2023
Q4 		$16.5M Sell
402,286
-2,316
-0.6% -$90.8K 0.03% 557
2023
Q3 		$14.8M Sell
404,602
-159,501
-28% -$6.1M 0.03% 548
2023
Q2 		$21.5M Sell
564,103
-50,732
-8% -$1.99M 0.04% 442
2023
Q1 		$24M Buy
614,835
+171,796
+39% +$6.45M 0.05% 385
2022
Q4 		$16M Sell
443,039
-5,432
-1% -$187K 0.03% 487
2022
Q3 		$14.8M Sell
448,471
-561,285
-56% -$19.2M 0.03% 478
2022
Q2 		$36.2M Buy
1,009,756
+89,658
+10% +$3.33M 0.08% 245
2022
Q1 		$35.4M Buy
920,098
+662,722
+257% +$24.7M 0.07% 287
2021
Q4 		$9.36M Buy
257,376
+14,590
+6% +$521K 0.02% 717
2021
Q3 		$8.48M Buy
242,786
+48,972
+25% +$1.74M 0.02% 736
2021
Q2 		$6.83M Sell
193,814
-401,856
-67% -$14.5M 0.01% 831
2021
Q1 		$20.3M Sell
595,670
-185,809
-24% -$6.63M 0.05% 396
2020
Q4 		$29.6M Sell
781,479
-2,532
-0.3% -$94.7K 0.07% 264
2020
Q3 		$29.5M Buy
784,011
+730,664
+1,370% +$27.9M 0.08% 237
2020
Q2 		$1.9M Buy
53,347
+7,259
+16% +$248K 0.01% 1147
2020
Q1 		$1.45M Buy
46,088
+5,665
+14% +$179K 0.01% 1042
2019
Q4 		$1.22M Buy
40,423
+763
+2% +$22.6K ﹤0.01% 1437
2019
Q3 		$1.17M Buy
39,660
+10,377
+35% +$305K ﹤0.01% 1380
2019
Q2 		$825K Buy
29,283
+165
+0.6% +$4.31K ﹤0.01% 1606
2019
Q1 		$752K Buy
+29,118
New +$758K ﹤0.01% 1630

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial Services Advisors's GLDM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 21% in Q3 2024, buying an estimated $4.23M and bringing the position to 493,386 shares worth $25.7M. The position accounts for 0.03% of the portfolio, ranked #449.

Raymond James Financial Services Advisors first reported a position in GLDM in Q1 2019 and has held it in 23 quarters since. The position peaked at $36.2M in Q2 2022. 465 funds tracked by Wall St. Rank hold GLDM as of Q3 2024.

  • Raymond James Financial Services Advisors held 493,386 shares of SPDR Gold MiniShares Trust worth $25.7M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 86,143 SPDR Gold MiniShares Trust shares in Q3 2024, an estimated $4.23M.
  • SPDR Gold MiniShares Trust made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #449 holding.
  • Raymond James Financial Services Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2019 and has held it in 23 quarters since.
  • Raymond James Financial Services Advisors's SPDR Gold MiniShares Trust position peaked at $36.2M in Q2 2022.
  • 465 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.