Retirement Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Retirement 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
2024 Q1	$32.4K	Hold	735	–	–	0.01%	288
2023 Q4	$30.1K	Hold	735	–	–	0.01%	285
2023 Q3	$26.9K	Buy	+735	New	+$28.1K	0.01%	277
2023 Q2	–	Sell	-735	Closed	-$29K	–	812
2023 Q1	$29K	Buy	+735	New	+$27.6K	0.01%	252
2022 Q3	–	Sell	-169	Closed	-$6K	–	607
2022 Q2	$6K	Hold	169	–	–	﹤0.01%	504
2022 Q1	$7K	Sell	169 -1	-0.6%	-$37	﹤0.01%	508
2021 Q4	$6K	Hold	170	–	–	﹤0.01%	494
2021 Q3	$6K	Hold	170	–	–	﹤0.01%	428
2021 Q2	$6K	Buy	+170	New	+$6.14K	﹤0.01%	463

Other funds holding GLDM

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

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Retirement Group's GLDM Position: Q1 2024 in Review

Retirement Group held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2024 at 735 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #288.

Retirement Group first reported a position in GLDM in Q2 2021 and has held it in 9 quarters since. 377 funds tracked by Wall St. Rank hold GLDM as of Q1 2024.

Retirement Group held 735 shares of SPDR Gold MiniShares Trust worth $32.4K as of Q1 2024.
Retirement Group left its SPDR Gold MiniShares Trust share count unchanged in Q1 2024.
SPDR Gold MiniShares Trust made up 0.01% of Retirement Group's portfolio in Q1 2024, its #288 holding.
Retirement Group first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and has held it in 9 quarters since.
377 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.