Secure Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Secure Asset 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	–	Sell	-4,099	Closed	-$214K	–	332
2024 Q3	$214K	Sell	4,099 -242	-6%	-$11.9K	0.04%	289
2024 Q2	$200K	Buy	+4,341	New	+$201K	0.04%	275
2023 Q2	–	Sell	-6,296	Closed	-$246K	–	193
2023 Q1	$246K	Buy	+6,296	New	+$236K	0.08%	162
2022 Q2	–	Sell	-5,850	Closed	-$225K	–	190
2022 Q1	$225K	Sell	5,850 -137	-2%	-$5.12K	0.1%	179
2021 Q4	$218K	Buy	5,987 +752	+14%	+$26.9K	0.09%	189
2021 Q3	$183K	Buy	+5,235	New	+$186K	0.09%	173
2021 Q1	–	Sell	-6,125	Closed	-$232K	–	183
2020 Q4	$232K	Buy	+6,125	New	+$229K	0.14%	139

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

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

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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