Beacon Financial Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Beacon Financial Advisory’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	$417K	Sell	4,495 -4,027	-47%	-$388K	0.09%	258
2025 Q4	$728K	Buy	8,522 +44	+0.5%	+$3.62K	0.17%	157
2025 Q3	$648K	Buy	8,478 +2,540	+43%	+$174K	0.15%	168
2025 Q2	$389K	Buy	5,938 +366	+7%	+$23.8K	0.1%	232
2025 Q1	$345K	Buy	+5,572	New	+$316K	0.1%	220

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $21.3B AUM 36.92% 1-Year Est. Return

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

Beacon Financial Advisory's GLDM Position: Q1 2026 in Review

Beacon Financial Advisory reduced its SPDR Gold MiniShares Trust (GLDM) stake by 47% in Q1 2026, selling an estimated $388K and leaving 4,495 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #258.

Beacon Financial Advisory first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $728K in Q4 2025. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Beacon Financial Advisory held 4,495 shares of SPDR Gold MiniShares Trust worth $417K as of Q1 2026.
Beacon Financial Advisory sold 4,027 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $388K.
SPDR Gold MiniShares Trust made up 0.09% of Beacon Financial Advisory's portfolio in Q1 2026, its #258 holding.
Beacon Financial Advisory first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
Beacon Financial Advisory's SPDR Gold MiniShares Trust position peaked at $728K in Q4 2025.
906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.