AAS
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Avantax Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Avantax Advisory Services’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 		$6.86M Sell
104,763
-3,211
-3% -$209K 0.04% 354
2025
Q1 		$6.68M Buy
107,974
+1,369
+1% +$77.8K 0.04% 333
2024
Q4 		$5.54M Buy
106,605
+1,239
+1% +$65.3K 0.03% 370
2024
Q3 		$5.49M Sell
105,366
-1,510
-1% -$74.1K 0.04% 368
2024
Q2 		$4.93M Buy
106,876
+6,206
+6% +$288K 0.04% 374
2024
Q1 		$4.43M Buy
100,670
+1,014
+1% +$41.7K 0.04% 332
2023
Q4 		$4.08M Buy
99,656
+1,799
+2% +$70.5K 0.04% 318
2023
Q3 		$3.59M Buy
97,857
+2,848
+3% +$109K 0.04% 315
2023
Q2 		$3.62M Buy
95,009
+1,919
+2% +$75.3K 0.04% 312
2023
Q1 		$3.64M Buy
93,090
+576
+0.6% +$21.6K 0.04% 307
2022
Q4 		$3.35M Buy
92,514
+1,083
+1% +$37.2K 0.04% 304
2022
Q3 		$3.02M Buy
91,431
+1,385
+2% +$47.5K 0.05% 296
2022
Q2 		$3.23M Sell
90,046
-23,975
-21% -$892K 0.05% 276
2022
Q1 		$4.4M Sell
114,021
-1,002
-0.9% -$37.4K 0.06% 228
2021
Q4 		$4.18M Buy
115,023
+3,503
+3% +$125K 0.06% 228
2021
Q3 		$3.9M Buy
111,520
+5,040
+5% +$179K 0.07% 216
2021
Q2 		$3.75M Buy
106,480
+8,867
+9% +$320K 0.07% 214
2021
Q1 		$3.32M Buy
97,613
+36,266
+59% +$1.29M 0.07% 204
2020
Q4 		$2.33M Buy
61,347
+16,171
+36% +$605K 0.06% 243
2020
Q3 		$1.7M Buy
45,176
+8,731
+24% +$333K 0.03% 397
2020
Q2 		$1.29M Buy
36,445
+1,577
+5% +$53.9K 0.04% 299
2020
Q1 		$1.09M Buy
34,868
+8,697
+33% +$274K 0.03% 282
2019
Q4 		$793K Buy
26,171
+11,860
+83% +$351K 0.02% 382
2019
Q3 		$417K Buy
+14,311
New +$421K 0.02% 355

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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 $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's GLDM Position: Q2 2025 in Review

Avantax Advisory Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3% in Q2 2025, selling an estimated $209K and leaving 104,763 shares worth $6.86M. The position accounts for 0.04% of the portfolio, ranked #354.

Avantax Advisory Services first reported a position in GLDM in Q3 2019 and has held it in 24 quarters since. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

  • Avantax Advisory Services held 104,763 shares of SPDR Gold MiniShares Trust worth $6.86M as of Q2 2025.
  • Avantax Advisory Services sold 3,211 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $209K.
  • SPDR Gold MiniShares Trust made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #354 holding.
  • Avantax Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and has held it in 24 quarters since.
  • 701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.