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

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's GLDM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its SPDR Gold MiniShares Trust (GLDM) stake by 38% in Q2 2025, selling an estimated $2.97M and leaving 75,332 shares worth $5.07M. The position accounts for 0.11% of the portfolio, ranked #210.

Atria Wealth Solutions first reported a position in GLDM in Q1 2023 and has held it in 10 quarters since. The position peaked at $7.48M in Q1 2025. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

Atria Wealth Solutions held 75,332 shares of SPDR Gold MiniShares Trust worth $5.07M as of Q2 2025.
Atria Wealth Solutions sold 45,589 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $2.97M.
SPDR Gold MiniShares Trust made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #210 holding.
Atria Wealth Solutions first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's SPDR Gold MiniShares Trust position peaked at $7.48M in Q1 2025.
701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.