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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 – 344
2025
Q4 		$2.12M Sell
24,853
-32,181
-56% -$2.64M 0.15% 161
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 $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arete Wealth Advisors's GLDM Position: Q1 2026 in Review

Arete Wealth Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 24,853 shares — an estimated $2.12M sold.

Arete Wealth Advisors first reported a position in GLDM in Q2 2020 and held it in 12 quarters. The position peaked at $6.31M in Q3 2024. 911 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Arete Wealth Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 24,853 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $2.12M.
  • Arete Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and held it in 12 quarters.
  • Arete Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $6.31M in Q3 2024.
  • 911 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.