AWA
GLDM icon

Arete Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Arete Wealth 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 		– Sell
-24,853
Closed -$2.12M – 476
2025
Q4 		$2.12M Sell
24,853
-32,181
-56% -$2.64M 0.13% 170
2025
Q3 		$4.37M Buy
57,034
+10,994
+24% +$753K 0.27% 82
2025
Q2 		$3.02M Buy
46,040
+9,070
+25% +$590K 0.21% 96
2025
Q1 		$2.29M Sell
36,970
-60,682
-62% -$3.45M 0.17% 123
2024
Q4 		$5.08M Sell
97,652
-23,472
-19% -$1.24M 0.37% 58
2024
Q3 		$6.31M Sell
121,124
-6,641
-5% -$326K 0.54% 38
2024
Q2 		$5.89M Buy
127,765
+24,972
+24% +$1.16M 0.48% 43
2024
Q1 		$4.53M Buy
102,793
+17,920
+21% +$736K 0.42% 58
2023
Q4 		$3.47M Buy
84,873
+23,453
+38% +$920K 0.26% 79
2023
Q3 		$2.25M Buy
61,420
+8,795
+17% +$336K 0.39% 60
2023
Q2 		$2M Buy
+52,625
New +$2.07M 0.18% 123
2020
Q3 		– Sell
-22,845
Closed -$811K – 395
2020
Q2 		$811K Buy
+22,845
New +$781K 0.14% 167

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
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