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Atria Wealth Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$5.07M Sell
75,332
-45,589
-38% -$2.97M 0.11% 210
2025
Q1 		$7.48M Buy
120,921
+1,850
+2% +$105K 0.09% 234
2024
Q4 		$6.19M Buy
119,071
+22,752
+24% +$1.2M 0.07% 297
2024
Q3 		$5.02M Buy
96,319
+14,874
+18% +$730K 0.05% 349
2024
Q2 		$3.75M Buy
81,445
+14,596
+22% +$676K 0.04% 412
2024
Q1 		$2.94M Buy
66,849
+5,554
+9% +$228K 0.03% 506
2023
Q4 		$2.51M Buy
61,295
+54,740
+835% +$2.15M 0.03% 536
2023
Q3 		$240K Sell
6,555
-59,234
-90% -$2.26M ﹤0.01% 1562
2023
Q2 		$2.51M Buy
65,789
+58,043
+749% +$2.28M 0.03% 498
2023
Q1 		$303K Buy
+7,746
New +$291K ﹤0.01% 1406

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EW
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Wells Fargo
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Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return