KWB Wealth Boosts Stock Holdings in SPDR Gold MiniShares Trust $GLDM

KWB Wealth raised its position in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDMFree Report) by 51.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 127,227 shares of the company’s stock after purchasing an additional 43,349 shares during the period. SPDR Gold MiniShares Trust accounts for approximately 1.0% of KWB Wealth’s portfolio, making the stock its 27th largest holding. KWB Wealth’s holdings in SPDR Gold MiniShares Trust were worth $10,861,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of GLDM. Deane Retirement Strategies Inc. lifted its position in shares of SPDR Gold MiniShares Trust by 126.4% during the 3rd quarter. Deane Retirement Strategies Inc. now owns 335 shares of the company’s stock valued at $26,000 after buying an additional 187 shares during the last quarter. Accredited Wealth Management LLC increased its holdings in SPDR Gold MiniShares Trust by 174.4% in the 3rd quarter. Accredited Wealth Management LLC now owns 343 shares of the company’s stock worth $26,000 after acquiring an additional 218 shares during the last quarter. Financial Consulate Inc. purchased a new stake in SPDR Gold MiniShares Trust in the 3rd quarter worth about $34,000. Family Legacy Financial Solutions LLC bought a new stake in SPDR Gold MiniShares Trust in the 3rd quarter valued at about $36,000. Finally, Evolution Wealth Management Inc. raised its stake in SPDR Gold MiniShares Trust by 55.1% in the 3rd quarter. Evolution Wealth Management Inc. now owns 490 shares of the company’s stock valued at $37,000 after acquiring an additional 174 shares during the period.

SPDR Gold MiniShares Trust Stock Down 2.3%

NYSEARCA GLDM opened at $87.04 on Tuesday. SPDR Gold MiniShares Trust has a 52 week low of $58.56 and a 52 week high of $109.74. The firm’s 50-day simple moving average is $98.40 and its two-hundred day simple moving average is $87.14.

Key SPDR Gold MiniShares Trust News

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About SPDR Gold MiniShares Trust

(Free Report)

The SPDR Gold MiniShares Trust (GLDM) is an exchange-traded fund that is based on the LBMA Gold Price index. The fund tracks the gold spot price, less expenses and liabilities, using gold bars held in London vaults. GLDM was launched on Jun 25, 2018 and is issued by State Street.

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Institutional Ownership by Quarter for SPDR Gold MiniShares Trust (NYSEARCA:GLDM)

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