Beckerman Institutional’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Beckerman Institutional’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	$4.76M	Sell	51,344 -7,841	-13%	-$756K	2.53%	9
2025 Q4	$5.05M	Sell	59,185 -3,926	-6%	-$323K	2.84%	8
2025 Q3	$4.82M	Sell	63,111 -796	-1%	-$54.6K	2.84%	7
2025 Q2	$4.19M	Sell	63,907 -1,892	-3%	-$123K	2.78%	7
2025 Q1	$4.07M	Buy	65,799 +3,342	+5%	+$190K	2.95%	6
2024 Q4	$3.25M	Buy	62,457 +881	+1%	+$46.5K	2.6%	8
2024 Q3	$3.21M	Buy	+61,576	New	+$3.02M	2.7%	8

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

Beckerman Institutional's GLDM Position: Q1 2026 in Review

Beckerman Institutional reduced its SPDR Gold MiniShares Trust (GLDM) stake by 13% in Q1 2026, selling an estimated $756K and leaving 51,344 shares worth $4.76M. The position accounts for 2.53% of the portfolio, ranked #9.

Beckerman Institutional first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.05M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Beckerman Institutional held 51,344 shares of SPDR Gold MiniShares Trust worth $4.76M as of Q1 2026.
Beckerman Institutional sold 7,841 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $756K.
SPDR Gold MiniShares Trust made up 2.53% of Beckerman Institutional's portfolio in Q1 2026, its #9 holding.
Beckerman Institutional first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's SPDR Gold MiniShares Trust position peaked at $5.05M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.