Alliance Wealth Advisors (Utah)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Alliance Wealth Advisors (Utah)’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	–	Sell	-87,251	Closed	-$7.45M	–	244
2025 Q4	$7.45M	Buy	+87,251	New	+$7.17M	1.61%	10
2025 Q3	–	Sell	-107,086	Closed	-$7.02M	–	290
2025 Q2	$7.02M	Buy	107,086 +35,463	+50%	+$2.31M	1.69%	8
2025 Q1	$4.43M	Buy	71,623 +5,924	+9%	+$336K	1.16%	17
2024 Q4	$3.42M	Sell	65,699 -64,407	-50%	-$3.4M	0.88%	34
2024 Q3	$6.78M	Buy	130,106 +30,218	+30%	+$1.48M	1.78%	5
2024 Q2	$4.6M	Buy	99,888 +41,660	+72%	+$1.93M	1.35%	12
2024 Q1	$2.56M	Buy	58,228 +30,043	+107%	+$1.23M	0.77%	45
2023 Q4	$1.15M	Sell	28,185 -16,410	-37%	-$643K	0.39%	67
2023 Q3	$1.63M	Sell	44,595 -11,924	-21%	-$456K	0.61%	53
2023 Q2	$2.15M	Sell	56,519 -10,770	-16%	-$423K	0.8%	36
2023 Q1	$2.63M	Buy	67,289 +45,657	+211%	+$1.72M	1.06%	21
2022 Q4	$783K	Buy	+21,632	New	+$743K	0.35%	73

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

Alliance Wealth Advisors (Utah)'s GLDM Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 87,251 shares — an estimated $7.45M sold.

Alliance Wealth Advisors (Utah) first reported a position in GLDM in Q4 2022 and held it in 12 quarters. The position peaked at $7.45M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Alliance Wealth Advisors (Utah) reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 87,251 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $7.45M.
Alliance Wealth Advisors (Utah) first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and held it in 12 quarters.
Alliance Wealth Advisors (Utah)'s SPDR Gold MiniShares Trust position peaked at $7.45M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.