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Wintrust Investments’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-546
Closed -$28K – 461
2024
Q3 		$28K Buy
+546
New +$26.8K 0.02% 418

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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wintrust Investments's GLDM Position: Q4 2024 in Review

Wintrust Investments sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2024, closing a stake of 546 shares — an estimated $28K sold.

Wintrust Investments first reported a position in GLDM in Q3 2024 and held it in 1 quarter. The position peaked at $28K in Q3 2024. 540 funds tracked by Wall St. Rank hold GLDM as of Q4 2024.

  • Wintrust Investments reported no remaining SPDR Gold MiniShares Trust position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 546 SPDR Gold MiniShares Trust shares in Q4 2024, an estimated $28K.
  • Wintrust Investments first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and held it in 1 quarter.
  • Wintrust Investments's SPDR Gold MiniShares Trust position peaked at $28K in Q3 2024.
  • 540 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.