West Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

West Financial Advisors’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 Q2	–	Sell	-13	Closed	-$509	–	192
2023 Q1	$509	Hold	13	–	–	﹤0.01%	154
2022 Q4	$470	Buy	+13	New	+$447	﹤0.01%	154

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

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

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

West Financial Advisors's GLDM Position: Q2 2023 in Review

West Financial Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2023, closing a stake of 13 shares — an estimated $509 sold.

West Financial Advisors first reported a position in GLDM in Q4 2022 and held it in 2 quarters. The position peaked at $509 in Q1 2023. 333 funds tracked by Wall St. Rank hold GLDM as of Q2 2023.

West Financial Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q2 2023 after selling out during the quarter.
West Financial Advisors sold 13 SPDR Gold MiniShares Trust shares in Q2 2023, an estimated $509.
West Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and held it in 2 quarters.
West Financial Advisors's SPDR Gold MiniShares Trust position peaked at $509 in Q1 2023.
333 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2023.

Based on West Financial Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.