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Sargent Bickham Lagudis’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		– Sell
-4
Closed – – 1068
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1041
2022
Q2 		$0 Sell
4
-262
-98% -$9.74K ﹤0.01% 1077
2022
Q1 		$10K Buy
266
+3
+1% +$112 ﹤0.01% 707
2021
Q4 		$10K Hold
263
– – ﹤0.01% 710
2021
Q3 		$9K Buy
+263
New +$9.36K ﹤0.01% 732

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sargent Bickham Lagudis's GLDM Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2022, closing a stake of 4 shares.

Sargent Bickham Lagudis first reported a position in GLDM in Q3 2021 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 274 funds tracked by Wall St. Rank hold GLDM as of Q4 2022.

  • Sargent Bickham Lagudis reported no remaining SPDR Gold MiniShares Trust position as of Q4 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 4 SPDR Gold MiniShares Trust shares in Q4 2022.
  • Sargent Bickham Lagudis first reported a position in SPDR Gold MiniShares Trust in Q3 2021 and held it in 5 quarters.
  • Sargent Bickham Lagudis's SPDR Gold MiniShares Trust position peaked at $10K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.