Wilbanks Smith & Thomas Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	$526K	Hold	11,944	–	–	0.01%	338
2023 Q4	$489K	Hold	11,944	–	–	0.01%	339
2023 Q3	$438K	Hold	11,944	–	–	0.02%	334
2023 Q2	$455K	Buy	11,944 +50	+0.4%	+$1.96K	0.02%	332
2023 Q1	$465K	Buy	11,894 +565	+5%	+$21.2K	0.02%	320
2022 Q4	$410K	Hold	11,329	–	–	0.02%	339
2022 Q3	$374K	Buy	11,329 +783	+7%	+$26.8K	0.02%	326
2022 Q2	$378K	Sell	10,546 -2,244	-18%	-$83.5K	0.02%	343
2022 Q1	$474K	Hold	12,790	–	–	0.02%	314
2021 Q4	$465K	Hold	12,790	–	–	0.02%	340
2021 Q3	$447K	Hold	12,790	–	–	0.02%	324
2021 Q2	$450K	Hold	12,790	–	–	0.02%	327
2021 Q1	$435K	Buy	+12,790	New	+$457K	0.02%	304
2020 Q4	–	Sell	-12,790	Closed	-$481K	–	440
2020 Q3	$481K	Hold	12,790	–	–	0.03%	245
2020 Q2	$454K	Buy	12,790 +4,245	+50%	+$145K	0.03%	252
2020 Q1	$269K	Buy	+8,545	New	+$270K	0.02%	299

Other funds holding GLDM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

3AM

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

Wilbanks Smith & Thomas Asset Management's GLDM Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2024 at 11,944 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #338.

Wilbanks Smith & Thomas Asset Management first reported a position in GLDM in Q1 2020 and has held it in 16 quarters since. 377 funds tracked by Wall St. Rank hold GLDM as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 11,944 shares of SPDR Gold MiniShares Trust worth $526K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its SPDR Gold MiniShares Trust share count unchanged in Q1 2024.
SPDR Gold MiniShares Trust made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #338 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and has held it in 16 quarters since.
377 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.