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Alpha Cubed Investments’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Alpha Cubed Investments’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 		$1.43M Buy
16,701
+650
+4% +$53.4K 0.05% 96
2025
Q3 		$1.23M Hold
16,051
– – 0.04% 109
2025
Q2 		$1.05M Buy
16,051
+5,850
+57% +$381K 0.04% 117
2025
Q1 		$631K Buy
+10,201
New +$579K 0.03% 150

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alpha Cubed Investments's GLDM Position: Q4 2025 in Review

Alpha Cubed Investments increased its SPDR Gold MiniShares Trust (GLDM) stake by 4% in Q4 2025, buying an estimated $53.4K and bringing the position to 16,701 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #96.

Alpha Cubed Investments first reported a position in GLDM in Q1 2025 and has held it in 4 quarters since. 875 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • Alpha Cubed Investments held 16,701 shares of SPDR Gold MiniShares Trust worth $1.43M as of Q4 2025.
  • Alpha Cubed Investments bought 650 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $53.4K.
  • SPDR Gold MiniShares Trust made up 0.05% of Alpha Cubed Investments's portfolio in Q4 2025, its #96 holding.
  • Alpha Cubed Investments first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 4 quarters since.
  • 875 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.