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

Arkadios 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	$2.23M	Buy	24,065 +14,509	+152%	+$1.4M	0.04%	471
2025 Q4	$816K	Buy	9,556 +1,208	+14%	+$99.3K	0.02%	791
2025 Q3	$638K	Buy	8,348 +3,893	+87%	+$267K	0.02%	832
2025 Q2	$292K	Buy	+4,455	New	+$290K	0.01%	1071
2021 Q4	–	Sell	-13	Closed	–	–	1051
2021 Q3	$0	Hold	13	–	–	﹤0.01%	1935
2021 Q2	$0	Buy	+13	New	+$469	﹤0.01%	1978

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

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

Arkadios Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 152% in Q1 2026, buying an estimated $1.4M and bringing the position to 24,065 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #471.

Arkadios Wealth Advisors first reported a position in GLDM in Q2 2021 and has held it in 6 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Arkadios Wealth Advisors held 24,065 shares of SPDR Gold MiniShares Trust worth $2.23M as of Q1 2026.
Arkadios Wealth Advisors bought 14,509 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.4M.
SPDR Gold MiniShares Trust made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #471 holding.
Arkadios Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and has held it in 6 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

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