Wealth Management Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealth Management Solutions’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	$207K	Sell	5,633 -2,478	-31%	-$94.7K	0.14%	76
2023 Q2	$309K	Sell	8,111 -1,181	-13%	-$46.4K	0.2%	63
2023 Q1	$363K	Buy	+9,292	New	+$349K	0.21%	56
2022 Q3	–	Sell	-7,163	Closed	-$257K	–	87
2022 Q2	$257K	Sell	7,163 -6,115	-46%	-$227K	0.14%	72
2022 Q1	$511K	Sell	13,278 -25	-0.2%	-$933	0.27%	52
2021 Q4	$484K	Buy	+13,303	New	+$475K	0.25%	64

Other funds holding GLDM

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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Management Solutions's GLDM Position: Q3 2023 in Review

Wealth Management Solutions reduced its SPDR Gold MiniShares Trust (GLDM) stake by 31% in Q3 2023, selling an estimated $94.7K and leaving 5,633 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #76.

Wealth Management Solutions first reported a position in GLDM in Q4 2021 and has held it in 6 quarters since. The position peaked at $511K in Q1 2022. 344 funds tracked by Wall St. Rank hold GLDM as of Q3 2023.

Wealth Management Solutions held 5,633 shares of SPDR Gold MiniShares Trust worth $207K as of Q3 2023.
Wealth Management Solutions sold 2,478 SPDR Gold MiniShares Trust shares in Q3 2023, an estimated $94.7K.
SPDR Gold MiniShares Trust made up 0.14% of Wealth Management Solutions's portfolio in Q3 2023, its #76 holding.
Wealth Management Solutions first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 6 quarters since.
Wealth Management Solutions's SPDR Gold MiniShares Trust position peaked at $511K in Q1 2022.
344 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.