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WealthSource Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

WealthSource Partners’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
-6,706
Closed -$241K – 514
2022
Q2 		$241K Sell
6,706
-43,138
-87% -$1.6M 0.02% 444
2022
Q1 		$1.92M Buy
+49,844
New +$1.86M 0.13% 133

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T 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

WealthSource Partners's GLDM Position: Q3 2022 in Review

WealthSource Partners sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2022, closing a stake of 6,706 shares — an estimated $241K sold.

WealthSource Partners first reported a position in GLDM in Q1 2022 and held it in 2 quarters. The position peaked at $1.92M in Q1 2022. 254 funds tracked by Wall St. Rank hold GLDM as of Q3 2022.

  • WealthSource Partners reported no remaining SPDR Gold MiniShares Trust position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 6,706 SPDR Gold MiniShares Trust shares in Q3 2022, an estimated $241K.
  • WealthSource Partners first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and held it in 2 quarters.
  • WealthSource Partners's SPDR Gold MiniShares Trust position peaked at $1.92M in Q1 2022.
  • 254 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.