ACA
GLDM icon

Aptus Capital Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Aptus Capital Advisors’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 		$7.96M Sell
85,838
-955
-1% -$92.1K 0.07% 261
2025
Q4 		$7.41M Buy
86,793
+8,419
+11% +$692K 0.06% 265
2025
Q3 		$5.99M Buy
78,374
+1,720
+2% +$118K 0.05% 296
2025
Q2 		$5.02M Buy
76,654
+1,967
+3% +$128K 0.05% 295
2025
Q1 		$4.62M Buy
74,687
+2,870
+4% +$163K 0.05% 291
2024
Q4 		$3.73M Sell
71,817
-3,570
-5% -$188K 0.04% 311
2024
Q3 		$3.93M Sell
75,387
-1,874
-2% -$92K 0.06% 241
2024
Q2 		$3.56M Sell
77,261
-6,033
-7% -$280K 0.07% 227
2024
Q1 		$3.67M Buy
+83,294
New +$3.42M 0.08% 215
2023
Q4 		– Sell
-9,183
Closed -$337K – 936
2023
Q3 		$337K Hold
9,183
– – 0.01% 450
2023
Q2 		$350K Hold
9,183
– – 0.01% 376
2023
Q1 		$359K Buy
+9,183
New +$345K 0.01% 359

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Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return