Veritable’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Veritable’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
2023 Q3	–	Sell	-10,750	Closed	-$409K	–	324
2023 Q2	$409K	Hold	10,750	–	–	0.01%	597
2023 Q1	$420K	Hold	10,750	–	–	0.01%	592
2022 Q4	$389K	Hold	10,750	–	–	0.01%	596
2022 Q3	$355K	Hold	10,750	–	–	0.01%	585
2022 Q2	$386K	Hold	10,750	–	–	0.01%	597
2022 Q1	$414K	Buy	+10,750	New	+$401K	0.01%	615

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Veritable's GLDM Position: Q3 2023 in Review

Veritable sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2023, closing a stake of 10,750 shares — an estimated $409K sold.

Veritable first reported a position in GLDM in Q1 2022 and held it in 6 quarters. The position peaked at $420K in Q1 2023. 344 funds tracked by Wall St. Rank hold GLDM as of Q3 2023.

Veritable reported no remaining SPDR Gold MiniShares Trust position as of Q3 2023 after selling out during the quarter.
Veritable sold 10,750 SPDR Gold MiniShares Trust shares in Q3 2023, an estimated $409K.
Veritable first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and held it in 6 quarters.
Veritable's SPDR Gold MiniShares Trust position peaked at $420K in Q1 2023.
344 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.