Advisory Services Network’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Advisory Services Network’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	$8.27M	Buy	89,255 +1,884	+2%	+$182K	0.11%	196
2025 Q4	$7.46M	Buy	87,371 +23,444	+37%	+$1.93M	0.11%	204
2025 Q3	$4.89M	Buy	63,927 +9,151	+17%	+$627K	0.07%	298
2025 Q2	$3.57M	Buy	54,776 +40,851	+293%	+$2.66M	0.06%	362
2025 Q1	$862K	Buy	13,925 +4,532	+48%	+$257K	0.02%	834
2024 Q4	$488K	Buy	9,393 +4,643	+98%	+$245K	0.01%	1060
2024 Q3	$219K	Hold	4,750	–	–	﹤0.01%	1345
2024 Q2	$219K	Buy	+4,750	New	+$220K	﹤0.01%	1345
2024 Q1	–	Sell	-2,220	Closed	-$90.8K	–	2324
2023 Q4	$90.8K	Buy	+2,220	New	+$87K	﹤0.01%	1704
2023 Q2	–	Sell	-87	Closed	-$3.4K	–	2308
2023 Q1	$3.4K	Hold	87	–	–	﹤0.01%	3275
2022 Q4	$3.15K	Buy	+87	New	+$2.99K	﹤0.01%	3274
2021 Q3	–	Sell	-867	Closed	-$31K	–	2135
2021 Q2	$31K	Buy	+867	New	+$31.3K	﹤0.01%	2251
2021 Q1	–	Sell	-165	Closed	-$6K	–	1949
2020 Q4	$6K	Hold	165	–	–	﹤0.01%	2642
2020 Q3	$6K	Buy	+165	New	+$6.29K	﹤0.01%	2685
2020 Q2	–	Sell	-194	Closed	-$6K	–	1702
2020 Q1	$6K	Hold	194	–	–	﹤0.01%	2407
2019 Q4	$6K	Buy	+194	New	+$5.74K	﹤0.01%	2551

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

Advisory Services Network's GLDM Position: Q1 2026 in Review

Advisory Services Network increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.2% in Q1 2026, buying an estimated $182K and bringing the position to 89,255 shares worth $8.27M. The position accounts for 0.11% of the portfolio, ranked #196.

Advisory Services Network first reported a position in GLDM in Q4 2019 and has held it in 16 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Advisory Services Network held 89,255 shares of SPDR Gold MiniShares Trust worth $8.27M as of Q1 2026.
Advisory Services Network bought 1,884 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $182K.
SPDR Gold MiniShares Trust made up 0.11% of Advisory Services Network's portfolio in Q1 2026, its #196 holding.
Advisory Services Network first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 16 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.