Access Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Access Investment 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
2026 Q1	$382K	Sell	4,120 -480	-10%	-$46.3K	0.1%	73
2025 Q4	$352K	Hold	4,600	–	–	0.09%	68
2025 Q3	$352K	Hold	4,600	–	–	0.09%	68
2025 Q2	$301K	Buy	+4,600	New	+$299K	0.09%	68
2024 Q4	$313K	Hold	6,020	–	–	0.09%	72
2024 Q3	$314K	Hold	6,020	–	–	0.1%	72
2024 Q2	$277K	Buy	6,020 +650	+12%	+$30.1K	0.09%	72
2024 Q1	$237K	Hold	5,370	–	–	0.08%	76
2023 Q4	$220K	Buy	+5,370	New	+$211K	0.08%	71

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

CCWM

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

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Access Investment Management's GLDM Position: Q1 2026 in Review

Access Investment Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 10% in Q1 2026, selling an estimated $46.3K and leaving 4,120 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #73.

Access Investment Management first reported a position in GLDM in Q4 2023 and has held it in 9 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Access Investment Management held 4,120 shares of SPDR Gold MiniShares Trust worth $382K as of Q1 2026.
Access Investment Management sold 480 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $46.3K.
SPDR Gold MiniShares Trust made up 0.1% of Access Investment Management's portfolio in Q1 2026, its #73 holding.
Access Investment Management first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 9 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.