WEG
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World Equity Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

World Equity Group’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
Q2 		– Sell
-6,339
Closed -$244K – 365
2022
Q1 		$244K Buy
+6,339
New +$237K 0.05% 310

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
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
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

World Equity Group's GLDM Position: Q2 2022 in Review

World Equity Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2022, closing a stake of 6,339 shares — an estimated $244K sold.

World Equity Group first reported a position in GLDM in Q1 2022 and held it in 1 quarter. The position peaked at $244K in Q1 2022. 273 funds tracked by Wall St. Rank hold GLDM as of Q2 2022.

  • World Equity Group reported no remaining SPDR Gold MiniShares Trust position as of Q2 2022 after selling out during the quarter.
  • World Equity Group sold 6,339 SPDR Gold MiniShares Trust shares in Q2 2022, an estimated $244K.
  • World Equity Group first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and held it in 1 quarter.
  • World Equity Group's SPDR Gold MiniShares Trust position peaked at $244K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2022.

Based on World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.