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

Western Pacific Wealth Management’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
Q2 		– Sell
-134
Closed -$5.9K – 258
2024
Q1 		$5.9K Buy
+134
New +$5.51K ﹤0.01% 205

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Western Pacific Wealth Management's GLDM Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2024, closing a stake of 134 shares — an estimated $5.9K sold.

Western Pacific Wealth Management first reported a position in GLDM in Q1 2024 and held it in 1 quarter. The position peaked at $5.9K in Q1 2024. 406 funds tracked by Wall St. Rank hold GLDM as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 134 SPDR Gold MiniShares Trust shares in Q2 2024, an estimated $5.9K.
  • Western Pacific Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's SPDR Gold MiniShares Trust position peaked at $5.9K in Q1 2024.
  • 406 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.