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Sanctuary Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sanctuary Wealth Management’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
Q4 		$149K Buy
2,872
+1,415
+97% +$74.6K 0.1% 52
2024
Q3 		$76K Buy
+1,457
New +$71.5K 0.05% 74

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanctuary Wealth Management's GLDM Position: Q4 2024 in Review

Sanctuary Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 97% in Q4 2024, buying an estimated $74.6K and bringing the position to 2,872 shares worth $149K. The position accounts for 0.1% of the portfolio, ranked #52.

Sanctuary Wealth Management first reported a position in GLDM in Q3 2024 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold GLDM as of Q4 2024.

  • Sanctuary Wealth Management held 2,872 shares of SPDR Gold MiniShares Trust worth $149K as of Q4 2024.
  • Sanctuary Wealth Management bought 1,415 SPDR Gold MiniShares Trust shares in Q4 2024, an estimated $74.6K.
  • SPDR Gold MiniShares Trust made up 0.1% of Sanctuary Wealth Management's portfolio in Q4 2024, its #52 holding.
  • Sanctuary Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.