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Advisory Alpha’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Advisory Alpha’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 		$251K Sell
2,686
-10,330
-79% -$996K 0.01% 495
2025
Q4 		$1.11M Sell
13,016
-2,562
-16% -$211K 0.03% 179
2025
Q3 		$1.19M Buy
+15,578
New +$1.07M 0.03% 158
2025
Q2 		– Sell
-29,215
Closed -$1.81M – 490
2025
Q1 		$1.81M Sell
29,215
-4,817
-14% -$274K 0.06% 119
2024
Q4 		$1.77M Sell
34,032
-1,395
-4% -$73.6K 0.06% 112
2024
Q3 		$1.85M Sell
35,427
-32,770
-48% -$1.61M 0.07% 109
2024
Q2 		$3.15M Buy
+68,197
New +$3.16M 0.12% 80
2024
Q1 		– Sell
-77,128
Closed -$3.16M – 388
2023
Q4 		$3.16M Buy
77,128
+2,299
+3% +$90.1K 0.14% 89
2023
Q3 		$2.75M Buy
74,829
+6,784
+10% +$259K 0.14% 85
2023
Q2 		$2.6M Sell
68,045
-5,669
-8% -$223K 0.13% 86
2023
Q1 		$2.88M Buy
73,714
+5,825
+9% +$219K 0.18% 69
2022
Q4 		$2.46M Sell
67,889
-210
-0.3% -$7.22K 0.17% 65
2022
Q3 		$2.25M Buy
+68,099
New +$2.33M 0.17% 68
2022
Q1 		– Sell
-1,290,974
Closed -$46.9M – 277
2021
Q4 		$46.9M Buy
1,290,974
+179,195
+16% +$6.4M 2.74% 11
2021
Q3 		$38.8M Buy
1,111,779
+233,041
+27% +$8.29M 2.68% 14
2021
Q2 		$30.9M Buy
878,738
+101,871
+13% +$3.68M 2.54% 14
2021
Q1 		$26.4M Buy
+776,867
New +$27.7M 2.66% 12

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

Advisory Alpha's GLDM Position: Q1 2026 in Review

Advisory Alpha reduced its SPDR Gold MiniShares Trust (GLDM) stake by 79% in Q1 2026, selling an estimated $996K and leaving 2,686 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #495.

Advisory Alpha first reported a position in GLDM in Q1 2021 and has held it in 17 quarters since. The position peaked at $46.9M in Q4 2021. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Advisory Alpha held 2,686 shares of SPDR Gold MiniShares Trust worth $251K as of Q1 2026.
  • Advisory Alpha sold 10,330 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $996K.
  • SPDR Gold MiniShares Trust made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #495 holding.
  • Advisory Alpha first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 17 quarters since.
  • Advisory Alpha's SPDR Gold MiniShares Trust position peaked at $46.9M in Q4 2021.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.