Barrett & Company’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Barrett & Company’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	$57.7K	Sell	622 -398	-39%	-$38.4K	0.02%	272
2025 Q4	$87.1K	Hold	1,020	–	–	0.03%	222
2025 Q3	$78K	Hold	1,020	–	–	0.03%	241
2025 Q2	$66.8K	Hold	1,020	–	–	0.03%	258
2025 Q1	$63.1K	Hold	1,020	–	–	0.03%	240
2024 Q4	$53K	Hold	1,020	–	–	0.02%	260
2024 Q3	$53.2K	Buy	+1,020	New	+$50.1K	0.02%	252

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

Barrett & Company's GLDM Position: Q1 2026 in Review

Barrett & Company reduced its SPDR Gold MiniShares Trust (GLDM) stake by 39% in Q1 2026, selling an estimated $38.4K and leaving 622 shares worth $57.7K. The position accounts for 0.02% of the portfolio, ranked #272.

Barrett & Company first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. The position peaked at $87.1K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Barrett & Company held 622 shares of SPDR Gold MiniShares Trust worth $57.7K as of Q1 2026.
Barrett & Company sold 398 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $38.4K.
SPDR Gold MiniShares Trust made up 0.02% of Barrett & Company's portfolio in Q1 2026, its #272 holding.
Barrett & Company first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
Barrett & Company's SPDR Gold MiniShares Trust position peaked at $87.1K in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.