Atomi Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Atomi Financial Group’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	$1.49M	Buy	16,030 +2,764	+21%	+$267K	0.05%	314
2025 Q4	$1.13M	Buy	13,266 +137	+1%	+$11.3K	0.03%	370
2025 Q3	$1M	Sell	13,129 -3,411	-21%	-$234K	0.03%	375
2025 Q2	$1.08M	Sell	16,540 -2,535	-13%	-$165K	0.04%	316
2025 Q1	$1.18M	Buy	19,075 +6,946	+57%	+$395K	0.05%	261
2024 Q4	$631K	Buy	+12,129	New	+$640K	0.03%	389

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

Atomi Financial Group's GLDM Position: Q1 2026 in Review

Atomi Financial Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 21% in Q1 2026, buying an estimated $267K and bringing the position to 16,030 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #314.

Atomi Financial Group first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Atomi Financial Group held 16,030 shares of SPDR Gold MiniShares Trust worth $1.49M as of Q1 2026.
Atomi Financial Group bought 2,764 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $267K.
SPDR Gold MiniShares Trust made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #314 holding.
Atomi Financial Group first reported a position in SPDR Gold MiniShares Trust in Q4 2024 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 Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.