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Accretive Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Accretive Wealth Partners’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 		$12M Buy
129,831
+1,341
+1% +$129K 3.38% 6
2025
Q4 		$11M Sell
128,490
-1,931
-1% -$159K 3.26% 6
2025
Q3 		$9.97M Buy
130,421
+3,468
+3% +$238K 3.04% 6
2025
Q2 		$8.32M Buy
126,953
+2,301
+2% +$150K 2.73% 6
2025
Q1 		$8.45M Buy
124,652
+18,373
+17% +$1.04M 2.99% 6
2024
Q4 		$5.53M Sell
106,279
-2,173
-2% -$115K 2.35% 7
2024
Q3 		$5.65M Sell
108,452
-1,032
-0.9% -$50.7K 2.36% 7
2024
Q2 		$5.05M Sell
109,484
-295
-0.3% -$13.7K 2.11% 8
2024
Q1 		$5.01M Buy
109,779
+1,797
+2% +$73.8K 2.22% 10
2023
Q4 		$4.42M Buy
107,982
+108
+0.1% +$4.24K 2.12% 10
2023
Q3 		$3.95M Buy
107,874
+5,953
+6% +$228K 2.36% 10
2023
Q2 		$3.88M Buy
101,921
+1,425
+1% +$55.9K 2.3% 11
2023
Q1 		$3.93M Buy
100,496
+3,501
+4% +$132K 2.51% 9
2022
Q4 		$3.51M Sell
96,995
-6,669
-6% -$229K 2.41% 9
2022
Q3 		$3.42M Buy
103,664
+1,248
+1% +$42.8K 2.6% 9
2022
Q2 		$3.67M Buy
102,416
+374
+0.4% +$13.9K 2.67% 9
2022
Q1 		$3.93M Buy
102,042
+7,300
+8% +$273K 2.46% 10
2021
Q4 		$3.44M Buy
94,742
+7,058
+8% +$252K 2.19% 10
2021
Q3 		$3.06M Buy
87,684
+11,087
+14% +$395K 2.16% 9
2021
Q2 		$2.7M Buy
76,597
+21,111
+38% +$762K 1.95% 10
2021
Q1 		$1.89M Sell
55,486
-509
-0.9% -$18.2K 1.7% 10
2020
Q4 		$2.12M Buy
+55,995
New +$2.09M 2.1% 9

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accretive Wealth Partners's GLDM Position: Q1 2026 in Review

Accretive Wealth Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 1% in Q1 2026, buying an estimated $129K and bringing the position to 129,831 shares worth $12M. The position accounts for 3.38% of the portfolio, ranked #6.

Accretive Wealth Partners first reported a position in GLDM in Q4 2020 and has held it in 22 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Accretive Wealth Partners held 129,831 shares of SPDR Gold MiniShares Trust worth $12M as of Q1 2026.
  • Accretive Wealth Partners bought 1,341 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $129K.
  • SPDR Gold MiniShares Trust made up 3.38% of Accretive Wealth Partners's portfolio in Q1 2026, its #6 holding.
  • Accretive Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 22 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.