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Bartlett & Co Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bartlett & Co Wealth 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 		$13.2K Hold
148
– – ﹤0.01% 880
2025
Q4 		$12.6K Hold
148
– – ﹤0.01% 898
2025
Q3 		$11.3K Hold
148
– – ﹤0.01% 903
2025
Q2 		$9.7K Buy
+148
New +$9.63K ﹤0.01% 920

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

Bartlett & Co Wealth Management's GLDM Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2026 at 148 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Bartlett & Co Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 4 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Bartlett & Co Wealth Management held 148 shares of SPDR Gold MiniShares Trust worth $13.2K as of Q1 2026.
  • Bartlett & Co Wealth Management left its SPDR Gold MiniShares Trust share count unchanged in Q1 2026.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #880 holding.
  • Bartlett & Co Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 4 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.