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Accredited Investors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Accredited Investors’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
2025
Q4 		– Sell
-3,965
Closed -$303K – 289
2025
Q3 		$303K Buy
+3,965
New +$272K 0.02% 199

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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

Accredited Investors's GLDM Position: Q4 2025 in Review

Accredited Investors sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2025, closing a stake of 3,965 shares — an estimated $303K sold.

Accredited Investors first reported a position in GLDM in Q3 2025 and held it in 1 quarter. The position peaked at $303K in Q3 2025. 875 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • Accredited Investors reported no remaining SPDR Gold MiniShares Trust position as of Q4 2025 after selling out during the quarter.
  • Accredited Investors sold 3,965 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $303K.
  • Accredited Investors first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and held it in 1 quarter.
  • Accredited Investors's SPDR Gold MiniShares Trust position peaked at $303K in Q3 2025.
  • 875 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Accredited Investors's 13F filing for Q4 2025, filed 5 Feb 2026.