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TCI Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

TCI Wealth Advisors’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
Q3 		– Sell
-41
Closed -$1K – 2372
2022
Q2 		$1K Buy
+41
New +$1.52K ﹤0.01% 2138
2021
Q4 		– Sell
-168
Closed -$6K – 2370
2021
Q3 		$6K Buy
+168
New +$5.98K ﹤0.01% 1458

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TCI Wealth Advisors's GLDM Position: Q3 2022 in Review

TCI Wealth Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2022, closing a stake of 41 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in GLDM in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 254 funds tracked by Wall St. Rank hold GLDM as of Q3 2022.

  • TCI Wealth Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 41 SPDR Gold MiniShares Trust shares in Q3 2022, an estimated $1K.
  • TCI Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $6K in Q3 2021.
  • 254 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.