Bank Julius Baer & Co
GLDM icon

Bank Julius Baer & Co’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-1,178
Closed -$67.6K – 637
2024
Q4 		$67.6K Buy
1,178
+81
+7% +$4.27K ﹤0.01% 516
2024
Q3 		$67.8K Buy
+1,097
New +$53.9K ﹤0.01% 453
2024
Q2 		– Sell
-1,000
Closed -$44K – 508
2024
Q1 		$44K Buy
+1,000
New +$41.1K ﹤0.01% 479

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank Julius Baer & Co's GLDM Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2025, closing a stake of 1,178 shares — an estimated $67.6K sold.

Bank Julius Baer & Co first reported a position in GLDM in Q1 2024 and held it in 3 quarters. The position peaked at $67.8K in Q3 2024. 617 funds tracked by Wall St. Rank hold GLDM as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining SPDR Gold MiniShares Trust position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,178 SPDR Gold MiniShares Trust shares in Q1 2025, an estimated $67.6K.
  • Bank Julius Baer & Co first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and held it in 3 quarters.
  • Bank Julius Baer & Co's SPDR Gold MiniShares Trust position peaked at $67.8K in Q3 2024.
  • 617 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.