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Wealthsimple’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealthsimple’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 		$193M Buy
5,859,730
+133,049
+2% +$4.56M 7.19% 5
2022
Q2 		$205M Sell
5,726,681
-16,868
-0.3% -$627K 7.19% 5
2022
Q1 		$221M Buy
+5,743,549
New +$214M 6.93% 5

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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 $1.37T AUM 24.88% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthsimple's GLDM Position: Q3 2022 in Review

Wealthsimple increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.3% in Q3 2022, buying an estimated $4.56M and bringing the position to 5,859,730 shares worth $193M. The position accounts for 7.19% of the portfolio, ranked #5.

Wealthsimple first reported a position in GLDM in Q1 2022 and has held it in 3 quarters since. The position peaked at $221M in Q1 2022. 254 funds tracked by Wall St. Rank hold GLDM as of Q3 2022.

  • Wealthsimple held 5,859,730 shares of SPDR Gold MiniShares Trust worth $193M as of Q3 2022.
  • Wealthsimple bought 133,049 SPDR Gold MiniShares Trust shares in Q3 2022, an estimated $4.56M.
  • SPDR Gold MiniShares Trust made up 7.19% of Wealthsimple's portfolio in Q3 2022, its #5 holding.
  • Wealthsimple first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and has held it in 3 quarters since.
  • Wealthsimple's SPDR Gold MiniShares Trust position peaked at $221M in Q1 2022.
  • 254 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.