AMJ Financial Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

AMJ Financial Wealth Management’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	$8.84M	Buy	95,394 +543	+0.6%	+$52.4K	2.09%	20
2025 Q4	$8.1M	Sell	94,851 -10,633	-10%	-$874K	1.91%	28
2025 Q3	$8.06M	Sell	105,484 -3,923	-4%	-$269K	1.92%	26
2025 Q2	$7.17M	Sell	109,407 -8,984	-8%	-$585K	1.78%	28
2025 Q1	$7.33M	Buy	118,391 +2,072	+2%	+$118K	2.16%	21
2024 Q4	$6.05M	Sell	116,319 -1,804	-2%	-$95.1K	1.67%	30
2024 Q3	$6.16M	Sell	118,123 -1,445	-1%	-$71K	1.76%	29
2024 Q2	$5.51M	Buy	119,568 +1,527	+1%	+$70.8K	1.71%	30
2024 Q1	$5.2M	Buy	118,041 +2,331	+2%	+$95.8K	1.74%	30
2023 Q4	$4.73M	Sell	115,710 -118,933	-51%	-$4.66M	1.99%	24
2023 Q3	$8.6M	Sell	234,643 -88,629	-27%	-$3.39M	3.96%	3
2023 Q2	$12.3M	Buy	323,272 +212,522	+192%	+$8.34M	5.41%	1
2023 Q1	$4.33M	Sell	110,750 -119,904	-52%	-$4.5M	2.79%	16
2022 Q4	$8.35M	Buy	+230,654	New	+$7.93M	4.94%	5

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $21.3B AUM 36.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AMJ Financial Wealth Management's GLDM Position: Q1 2026 in Review

AMJ Financial Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.57% in Q1 2026, buying an estimated $52.4K and bringing the position to 95,394 shares worth $8.84M. The position accounts for 2.09% of the portfolio, ranked #20.

AMJ Financial Wealth Management first reported a position in GLDM in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.3M in Q2 2023. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

AMJ Financial Wealth Management held 95,394 shares of SPDR Gold MiniShares Trust worth $8.84M as of Q1 2026.
AMJ Financial Wealth Management bought 543 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $52.4K.
SPDR Gold MiniShares Trust made up 2.09% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #20 holding.
AMJ Financial Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 14 quarters since.
AMJ Financial Wealth Management's SPDR Gold MiniShares Trust position peaked at $12.3M in Q2 2023.
906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.