Anchor Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Anchor Investment 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	$547K	Sell	5,899 -50	-0.8%	-$4.82K	0.05%	258
2025 Q4	$508K	Hold	5,949	–	–	0.04%	263
2025 Q3	$455K	Hold	5,949	–	–	0.04%	274
2025 Q2	$390K	Hold	5,949	–	–	0.03%	283
2025 Q1	$368K	Buy	5,949 +488	+9%	+$27.7K	0.03%	288
2024 Q4	$284K	Hold	5,461	–	–	0.03%	312
2024 Q3	$285K	Sell	5,461 -500	-8%	-$24.6K	0.03%	317
2024 Q2	$275K	Hold	5,961	–	–	0.03%	302
2024 Q1	$263K	Hold	5,961	–	–	0.03%	322
2023 Q4	$244K	Hold	5,961	–	–	0.03%	319
2023 Q3	$219K	Hold	5,961	–	–	0.03%	325
2023 Q2	$227K	Hold	5,961	–	–	0.03%	317
2023 Q1	$233K	Sell	5,961 -151	-2%	-$5.67K	0.03%	319
2022 Q4	$221K	Hold	6,112	–	–	0.03%	323
2022 Q3	$202K	Hold	6,112	–	–	0.03%	339
2022 Q2	$219K	Hold	6,112	–	–	0.03%	335
2022 Q1	$235K	Sell	6,112 -1	-0%	-$37	0.03%	354
2021 Q4	$222K	Hold	6,113	–	–	0.03%	370
2021 Q3	$213K	Buy	6,113 +152	+3%	+$5.41K	0.03%	347
2021 Q2	$210K	Hold	5,961	–	–	0.03%	359
2021 Q1	$203K	Hold	5,961	–	–	0.03%	342
2020 Q4	$226K	Sell	5,961 -330	-5%	-$12.3K	0.04%	275
2020 Q3	$237K	Buy	+6,291	New	+$240K	0.05%	249

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

Anchor Investment Management's GLDM Position: Q1 2026 in Review

Anchor Investment Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.84% in Q1 2026, selling an estimated $4.82K and leaving 5,899 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #258.

Anchor Investment Management first reported a position in GLDM in Q3 2020 and has held it in 23 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Anchor Investment Management held 5,899 shares of SPDR Gold MiniShares Trust worth $547K as of Q1 2026.
Anchor Investment Management sold 50 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $4.82K.
SPDR Gold MiniShares Trust made up 0.05% of Anchor Investment Management's portfolio in Q1 2026, its #258 holding.
Anchor Investment Management first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 23 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.