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BFSG LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

BFSG LLC’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 		$174K Hold
1,877
– – 0.02% 295
2025
Q4 		$160K Hold
1,877
– – 0.02% 293
2025
Q3 		$143K Hold
1,877
– – 0.01% 307
2025
Q2 		$123K Hold
1,877
– – 0.01% 304
2025
Q1 		$116K Hold
1,877
– – 0.01% 298
2024
Q4 		$97.6K Hold
1,877
– – 0.01% 316
2024
Q3 		$97.8K Hold
1,877
– – 0.01% 327
2024
Q2 		$86.5K Hold
1,877
– – 0.01% 324
2024
Q1 		$82.7K Hold
1,877
– – 0.01% 337
2023
Q4 		$76.8K Buy
+1,877
New +$73.6K 0.01% 322

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

BFSG LLC's GLDM Position: Q1 2026 in Review

BFSG LLC held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2026 at 1,877 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #295.

BFSG LLC first reported a position in GLDM in Q4 2023 and has held it in 10 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • BFSG LLC held 1,877 shares of SPDR Gold MiniShares Trust worth $174K as of Q1 2026.
  • BFSG LLC left its SPDR Gold MiniShares Trust share count unchanged in Q1 2026.
  • SPDR Gold MiniShares Trust made up 0.02% of BFSG LLC's portfolio in Q1 2026, its #295 holding.
  • BFSG LLC first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 10 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.