RFP Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

RFP Financial 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 Q3	–	Sell	-1,583	Closed	-$73K	–	380
2024 Q2	$73K	Buy	+1,583	New	+$73.4K	0.03%	191
2024 Q1	–	Sell	-1,583	Closed	-$64.8K	–	891
2023 Q4	$64.8K	Hold	1,583	–	–	0.03%	176
2023 Q3	$58K	Buy	1,583 +368	+30%	+$14.1K	0.03%	185
2023 Q2	$46.3K	Buy	+1,215	New	+$47.7K	0.02%	220
2023 Q1	–	Sell	-1,090	Closed	-$39.4K	–	785
2022 Q4	$39.4K	Buy	+1,090	New	+$37.5K	0.02%	213

Other funds holding GLDM

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RFP Financial Group's GLDM Position: Q3 2024 in Review

RFP Financial Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2024, closing a stake of 1,583 shares — an estimated $73K sold.

RFP Financial Group first reported a position in GLDM in Q4 2022 and held it in 5 quarters. The position peaked at $73K in Q2 2024. 465 funds tracked by Wall St. Rank hold GLDM as of Q3 2024.

RFP Financial Group reported no remaining SPDR Gold MiniShares Trust position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 1,583 SPDR Gold MiniShares Trust shares in Q3 2024, an estimated $73K.
RFP Financial Group first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and held it in 5 quarters.
RFP Financial Group's SPDR Gold MiniShares Trust position peaked at $73K in Q2 2024.
465 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.