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Richard W. Paul & Associates’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Richard W. Paul & Associates’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
-14
Closed -$513 – 517
2023
Q3 		$513 Buy
14
+11
+367% +$420 ﹤0.01% 469
2023
Q2 		$114 Sell
3
-3
-50% -$118 ﹤0.01% 528
2023
Q1 		$235 Sell
6
-2
-25% -$75 ﹤0.01% 528
2022
Q4 		$290 Buy
+8
New +$275 ﹤0.01% 513

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Richard W. Paul & Associates's GLDM Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2023, closing a stake of 14 shares — an estimated $513 sold.

Richard W. Paul & Associates first reported a position in GLDM in Q4 2022 and held it in 4 quarters. The position peaked at $513 in Q3 2023. 373 funds tracked by Wall St. Rank hold GLDM as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining SPDR Gold MiniShares Trust position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 14 SPDR Gold MiniShares Trust shares in Q4 2023, an estimated $513.
  • Richard W. Paul & Associates first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and held it in 4 quarters.
  • Richard W. Paul & Associates's SPDR Gold MiniShares Trust position peaked at $513 in Q3 2023.
  • 373 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.