WR Wealth Planners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

WR Wealth Planners’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	$6.92M	Buy	133,029 +2,261	+2%	+$119K	2.22%	10
2024 Q3	$6.82M	Sell	130,768 -9,135	-7%	-$449K	1.9%	11
2024 Q2	$6.45M	Sell	139,903 -7,017	-5%	-$325K	1.97%	13
2024 Q1	$6.47M	Sell	146,920 -4	-0%	-$164	2.01%	11
2023 Q4	$6.01M	Sell	146,924 -6,022	-4%	-$236K	2.24%	10
2023 Q3	$5.61M	Sell	152,946 -12,918	-8%	-$494K	2.14%	10
2023 Q2	$6.32M	Buy	165,864 +5,643	+4%	+$222K	2.45%	10
2023 Q1	$6.27M	Buy	+160,221	New	+$6.02M	2.71%	9

Other funds holding GLDM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WR Wealth Planners's GLDM Position: Q4 2024 in Review

WR Wealth Planners increased its SPDR Gold MiniShares Trust (GLDM) stake by 1.7% in Q4 2024, buying an estimated $119K and bringing the position to 133,029 shares worth $6.92M. The position accounts for 2.22% of the portfolio, ranked #10.

WR Wealth Planners first reported a position in GLDM in Q1 2023 and has held it in 8 quarters since. 540 funds tracked by Wall St. Rank hold GLDM as of Q4 2024.

WR Wealth Planners held 133,029 shares of SPDR Gold MiniShares Trust worth $6.92M as of Q4 2024.
WR Wealth Planners bought 2,261 SPDR Gold MiniShares Trust shares in Q4 2024, an estimated $119K.
SPDR Gold MiniShares Trust made up 2.22% of WR Wealth Planners's portfolio in Q4 2024, its #10 holding.
WR Wealth Planners first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 8 quarters since.
540 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.