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Beacon Pointe Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Beacon Pointe Advisors’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 		$2.58M Sell
27,887
-13,911
-33% -$1.34M 0.01% 655
2025
Q4 		$3.57M Sell
41,798
-23,835
-36% -$1.96M 0.03% 472
2025
Q3 		$5.02M Buy
65,633
+32,228
+96% +$2.21M 0.04% 344
2025
Q2 		$2.19M Sell
33,405
-1,236
-4% -$80.4K 0.02% 472
2025
Q1 		$2.14M Sell
34,641
-300
-0.9% -$17K 0.02% 443
2024
Q4 		$1.82M Sell
34,941
-1,173
-3% -$61.9K 0.02% 484
2024
Q3 		$1.88M Sell
36,114
-259
-0.7% -$12.7K 0.02% 484
2024
Q2 		$1.68M Sell
36,373
-1,477
-4% -$68.4K 0.02% 513
2024
Q1 		$1.67M Buy
37,850
+1,109
+3% +$45.6K 0.02% 536
2023
Q4 		$1.5M Sell
36,741
-2,745
-7% -$108K 0.02% 553
2023
Q3 		$1.45M Buy
+39,486
New +$1.51M 0.02% 532
2023
Q1 		– Sell
-50,634
Closed -$1.83M – 1171
2022
Q4 		$1.83M Sell
50,634
-25,247
-33% -$868K 0.04% 373
2022
Q3 		$2.5M Sell
75,881
-21,940
-22% -$752K 0.06% 271
2022
Q2 		$3.52M Sell
97,821
-6,224
-6% -$232K 0.07% 233
2022
Q1 		$4M Buy
104,045
+73,696
+243% +$2.75M 0.05% 293
2021
Q4 		$1.1M Buy
30,349
+1,325
+5% +$47.3K 0.03% 367
2021
Q3 		$1.01M Buy
+29,024
New +$1.03M 0.03% 406

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

Beacon Pointe Advisors's GLDM Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 33% in Q1 2026, selling an estimated $1.34M and leaving 27,887 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #655.

Beacon Pointe Advisors first reported a position in GLDM in Q3 2021 and has held it in 17 quarters since. The position peaked at $5.02M in Q3 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Beacon Pointe Advisors held 27,887 shares of SPDR Gold MiniShares Trust worth $2.58M as of Q1 2026.
  • Beacon Pointe Advisors sold 13,911 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.34M.
  • SPDR Gold MiniShares Trust made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #655 holding.
  • Beacon Pointe Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2021 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's SPDR Gold MiniShares Trust position peaked at $5.02M in Q3 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.