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Austin Private Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Austin Private Wealth’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
Q4 		$12.2M Sell
142,920
-12,683
-8% -$1.04M 0.91% 32
2025
Q3 		$11.9M Buy
155,603
+45,952
+42% +$3.15M 0.9% 31
2025
Q2 		$7.18M Sell
109,651
-43,227
-28% -$2.81M 0.57% 37
2025
Q1 		$9.46M Buy
152,878
+80,141
+110% +$4.55M 0.85% 28
2024
Q4 		$3.78M Buy
+72,737
New +$3.84M 0.35% 39

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Austin Private Wealth's GLDM Position: Q4 2025 in Review

Austin Private Wealth reduced its SPDR Gold MiniShares Trust (GLDM) stake by 8.2% in Q4 2025, selling an estimated $1.04M and leaving 142,920 shares worth $12.2M. The position accounts for 0.91% of the portfolio, ranked #32.

Austin Private Wealth first reported a position in GLDM in Q4 2024 and has held it in 5 quarters since. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • Austin Private Wealth held 142,920 shares of SPDR Gold MiniShares Trust worth $12.2M as of Q4 2025.
  • Austin Private Wealth sold 12,683 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $1.04M.
  • SPDR Gold MiniShares Trust made up 0.91% of Austin Private Wealth's portfolio in Q4 2025, its #32 holding.
  • Austin Private Wealth first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 5 quarters since.
  • 873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.