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AIFG Consultants’s SPDR Gold MiniShares Trust GLDM Stock Holding History

AIFG Consultants’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 		$9.33M Sell
109,299
-5,075
-4% -$417K 16.02% 1
2025
Q3 		$8.74M Sell
114,374
-14,639
-11% -$1M 15.42% 1
2025
Q2 		$8.45M Sell
129,013
-14,874
-10% -$968K 16.48% 1
2025
Q1 		$8.91M Buy
143,887
+2,707
+2% +$154K 14.67% 1
2024
Q4 		$7.34M Sell
141,180
-22,508
-14% -$1.19M 11.98% 1
2024
Q3 		$8.53M Sell
163,688
-6,463
-4% -$317K 6.48% 6
2024
Q2 		$7.84M Sell
170,151
-8,443
-5% -$391K 5.83% 6
2024
Q1 		$7.87M Sell
178,594
-19,063
-10% -$783K 5.67% 7
2023
Q4 		$8.09M Buy
197,657
+4,698
+2% +$184K 6.15% 6
2023
Q3 		$7.07M Sell
192,959
-15,150
-7% -$579K 5.87% 8
2023
Q2 		$7.93M Sell
208,109
-2,161
-1% -$84.8K 6.36% 9
2023
Q1 		$8.22M Buy
210,270
+46,824
+29% +$1.76M 6.96% 8
2022
Q4 		$5.92M Buy
+163,446
New +$5.62M 5.76% 8

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
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 $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIFG Consultants's GLDM Position: Q4 2025 in Review

AIFG Consultants reduced its SPDR Gold MiniShares Trust (GLDM) stake by 4.4% in Q4 2025, selling an estimated $417K and leaving 109,299 shares worth $9.33M. The position accounts for 16.02% of the portfolio, ranked #1.

AIFG Consultants first reported a position in GLDM in Q4 2022 and has held it in 13 quarters since. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • AIFG Consultants held 109,299 shares of SPDR Gold MiniShares Trust worth $9.33M as of Q4 2025.
  • AIFG Consultants sold 5,075 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $417K.
  • SPDR Gold MiniShares Trust made up 16.02% of AIFG Consultants's portfolio in Q4 2025, its #1 holding.
  • AIFG Consultants first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 13 quarters since.
  • 873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.