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Security National Bank’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Security National Bank’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
Q1 		– Sell
-558
Closed -$22.8K – 295
2023
Q4 		$22.8K Buy
+558
New +$21.9K 0.01% 231

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Security National Bank's GLDM Position: Q1 2024 in Review

Security National Bank sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2024, closing a stake of 558 shares — an estimated $22.8K sold.

Security National Bank first reported a position in GLDM in Q4 2023 and held it in 1 quarter. The position peaked at $22.8K in Q4 2023. 377 funds tracked by Wall St. Rank hold GLDM as of Q1 2024.

  • Security National Bank reported no remaining SPDR Gold MiniShares Trust position as of Q1 2024 after selling out during the quarter.
  • Security National Bank sold 558 SPDR Gold MiniShares Trust shares in Q1 2024, an estimated $22.8K.
  • Security National Bank first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and held it in 1 quarter.
  • Security National Bank's SPDR Gold MiniShares Trust position peaked at $22.8K in Q4 2023.
  • 377 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2024.

Based on Security National Bank's 13F filing for Q1 2024, filed 15 Apr 2024.