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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Management One

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return