AWM
GLDM icon

Accredited Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Accredited Wealth 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
2025
Q3 		$9.56K Buy
343
+218
+174% +$14.9K 0.01% 266
2025
Q2 		$8.19K Buy
+125
New +$8.13K 0.01% 284
2025
Q1 		– Sell
-125
Closed -$6.5K – 400
2024
Q4 		$6.5K Buy
+125
New +$6.59K 0.01% 280

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accredited Wealth Management's GLDM Position: Q3 2025 in Review

Accredited Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 174% in Q3 2025, buying an estimated $14.9K and bringing the position to 343 shares worth $9.56K. The position accounts for 0.01% of the portfolio, ranked #266.

Accredited Wealth Management first reported a position in GLDM in Q4 2024 and has held it in 3 quarters since. 750 funds tracked by Wall St. Rank hold GLDM as of Q3 2025.

  • Accredited Wealth Management held 343 shares of SPDR Gold MiniShares Trust worth $9.56K as of Q3 2025.
  • Accredited Wealth Management bought 218 SPDR Gold MiniShares Trust shares in Q3 2025, an estimated $14.9K.
  • SPDR Gold MiniShares Trust made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #266 holding.
  • Accredited Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 3 quarters since.
  • 750 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.