Avos Capital Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Avos Capital Management’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	$7.36M	Sell	79,414 -21,552	-21%	-$2.08M	2.91%	8
2025 Q4	$8.62M	Sell	100,966 -9,675	-9%	-$795K	3.77%	6
2025 Q3	$8.46M	Buy	110,641 +14,365	+15%	+$984K	3.95%	6
2025 Q2	$6.31M	Buy	96,276 +5,851	+6%	+$381K	3.6%	7
2025 Q1	$5.6M	Buy	+90,425	New	+$5.14M	3.69%	5

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avos Capital Management's GLDM Position: Q1 2026 in Review

Avos Capital Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 21% in Q1 2026, selling an estimated $2.08M and leaving 79,414 shares worth $7.36M. The position accounts for 2.91% of the portfolio, ranked #8.

Avos Capital Management first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.62M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Avos Capital Management held 79,414 shares of SPDR Gold MiniShares Trust worth $7.36M as of Q1 2026.
Avos Capital Management sold 21,552 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $2.08M.
SPDR Gold MiniShares Trust made up 2.91% of Avos Capital Management's portfolio in Q1 2026, its #8 holding.
Avos Capital Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
Avos Capital Management's SPDR Gold MiniShares Trust position peaked at $8.62M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Avos Capital Management's 13F filing for Q1 2026, filed 15 May 2026.