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Atria Investments’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Atria Investments’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 		$2.19M Sell
23,625
-32,215
-58% -$3.11M 0.02% 671
2025
Q4 		$4.77M Sell
55,840
-17
-0% -$1.4K 0.05% 389
2025
Q3 		$4.27M Sell
55,857
-19,375
-26% -$1.33M 0.05% 444
2025
Q2 		$4.93M Buy
75,232
+39,853
+113% +$2.59M 0.06% 387
2025
Q1 		$2.19M Buy
+35,379
New +$2.01M 0.03% 663
2023
Q4 		– Sell
-39,359
Closed -$1.44M – 914
2023
Q3 		$1.44M Buy
39,359
+3,890
+11% +$149K 0.03% 696
2023
Q2 		$1.35M Buy
35,469
+1,255
+4% +$49.3K 0.02% 714
2023
Q1 		$1.34M Sell
34,214
-12,934
-27% -$486K 0.03% 687
2022
Q4 		$1.71M Buy
47,148
+392
+0.8% +$13.5K 0.04% 564
2022
Q3 		$1.54M Sell
46,756
-15,670
-25% -$537K 0.03% 571
2022
Q2 		$2.24M Buy
62,426
+21,481
+52% +$799K 0.05% 462
2022
Q1 		$1.57M Sell
40,945
-29,530
-42% -$1.1M 0.03% 659
2021
Q4 		$2.56M Buy
70,475
+22,715
+48% +$811K 0.05% 465
2021
Q3 		$1.67M Buy
47,760
+9,769
+26% +$348K 0.03% 601
2021
Q2 		$1.34M Sell
37,991
-121,079
-76% -$4.37M 0.03% 658
2021
Q1 		$5.41M Buy
159,070
+107,370
+208% +$3.83M 0.12% 198
2020
Q4 		$1.96M Buy
51,700
+16,400
+46% +$613K 0.05% 423
2020
Q3 		$1.33M Buy
+35,300
New +$1.35M 0.04% 469
2019
Q2 		– Sell
-259,529
Closed -$6.7M – 1011
2019
Q1 		$6.7M Buy
259,529
+240,381
+1,255% +$6.26M 0.28% 75
2018
Q4 		$491K Buy
+19,148
New +$470K 0.02% 506

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 $530B 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 $5.57B 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 $666B AUM 30.12% 1-Year Est. Return

Atria Investments's GLDM Position: Q1 2026 in Review

Atria Investments reduced its SPDR Gold MiniShares Trust (GLDM) stake by 58% in Q1 2026, selling an estimated $3.11M and leaving 23,625 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #671.

Atria Investments first reported a position in GLDM in Q4 2018 and has held it in 20 quarters since. The position peaked at $6.7M in Q1 2019. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Atria Investments held 23,625 shares of SPDR Gold MiniShares Trust worth $2.19M as of Q1 2026.
  • Atria Investments sold 32,215 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $3.11M.
  • SPDR Gold MiniShares Trust made up 0.02% of Atria Investments's portfolio in Q1 2026, its #671 holding.
  • Atria Investments first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 20 quarters since.
  • Atria Investments's SPDR Gold MiniShares Trust position peaked at $6.7M in Q1 2019.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.