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VitalStone Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

VitalStone Financial’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
Q3 		$15.6K Hold
300
– – 0.01% 239
2024
Q2 		$13.8K Hold
300
– – 0.01% 248
2024
Q1 		$13K Sell
300
-225
-43% -$9.24K 0.01% 257
2023
Q4 		$21K Sell
525
-115
-18% -$4.51K 0.02% 219
2023
Q3 		$25K Buy
640
+550
+611% +$21K 0.02% 182
2023
Q2 		$4K Buy
+90
New +$3.53K ﹤0.01% 742

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VitalStone Financial's GLDM Position: Q3 2024 in Review

VitalStone Financial held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2024 at 300 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #239.

VitalStone Financial first reported a position in GLDM in Q2 2023 and has held it in 6 quarters since. The position peaked at $25K in Q3 2023. 465 funds tracked by Wall St. Rank hold GLDM as of Q3 2024.

  • VitalStone Financial held 300 shares of SPDR Gold MiniShares Trust worth $15.6K as of Q3 2024.
  • VitalStone Financial left its SPDR Gold MiniShares Trust share count unchanged in Q3 2024.
  • SPDR Gold MiniShares Trust made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #239 holding.
  • VitalStone Financial first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 6 quarters since.
  • VitalStone Financial's SPDR Gold MiniShares Trust position peaked at $25K in Q3 2023.
  • 465 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.