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Bank of Marin’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bank of Marin’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 		$895K Sell
9,657
-2,423
-20% -$234K 0.65% 42
2025
Q4 		$1.03M Hold
12,080
– – 0.71% 44
2025
Q3 		$924K Buy
12,080
+1,056
+10% +$72.4K 0.65% 45
2025
Q2 		$722K Buy
+11,024
New +$717K 0.54% 57
2025
Q1 		– Sell
-10,434
Closed -$542K – 96
2024
Q4 		$542K Sell
10,434
-1,039
-9% -$54.8K 0.43% 66
2024
Q3 		$598K Hold
11,473
– – 0.48% 63
2024
Q2 		$529K Sell
11,473
-1,275
-10% -$59.1K 0.45% 69
2024
Q1 		$562K Hold
12,748
– – 0.49% 70
2023
Q4 		$522K Hold
12,748
– – 0.47% 72
2023
Q3 		$467K Buy
+12,748
New +$487K 0.46% 74
2023
Q2 		– Sell
-12,748
Closed -$499K – 120
2023
Q1 		$499K Buy
12,748
+1,950
+18% +$73.2K 0.48% 73
2022
Q4 		$391K Hold
10,798
– – 0.37% 83
2022
Q3 		$356K Buy
10,798
+387
+4% +$13.3K 0.35% 86
2022
Q2 		$374K Buy
10,411
+4,892
+89% +$182K 0.33% 86
2022
Q1 		$212K Buy
5,519
+399
+8% +$14.9K 0.15% 122
2021
Q4 		$186K Hold
5,120
– – 0.12% 125
2021
Q3 		$179K Sell
5,120
-503
-9% -$17.9K 0.13% 121
2021
Q2 		$198K Sell
5,623
-915
-14% -$33K 0.14% 124
2021
Q1 		$222K Sell
6,538
-1,457
-18% -$52K 0.18% 123
2020
Q4 		$303K Hold
7,995
– – 0.25% 105
2020
Q3 		$301K Hold
7,995
– – 0.31% 95
2020
Q2 		$284K Buy
7,995
+875
+12% +$29.9K 0.32% 96
2020
Q1 		$224K Hold
7,120
– – 0.31% 104
2019
Q4 		$216K Buy
+7,120
New +$211K 0.22% 116

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Marin's GLDM Position: Q1 2026 in Review

Bank of Marin reduced its SPDR Gold MiniShares Trust (GLDM) stake by 20% in Q1 2026, selling an estimated $234K and leaving 9,657 shares worth $895K. The position accounts for 0.65% of the portfolio, ranked #42.

Bank of Marin first reported a position in GLDM in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.03M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Bank of Marin held 9,657 shares of SPDR Gold MiniShares Trust worth $895K as of Q1 2026.
  • Bank of Marin sold 2,423 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $234K.
  • SPDR Gold MiniShares Trust made up 0.65% of Bank of Marin's portfolio in Q1 2026, its #42 holding.
  • Bank of Marin first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 24 quarters since.
  • Bank of Marin's SPDR Gold MiniShares Trust position peaked at $1.03M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.