BlackDiamond Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

BlackDiamond 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	$2.28M	Sell	24,616 -8,868	-26%	-$855K	1.1%	22
2025 Q4	$3.37M	Buy	33,484 +217	+0.7%	+$17.8K	1.64%	15
2025 Q3	$2.54M	Buy	33,267 +3,812	+13%	+$261K	1.39%	22
2025 Q2	$1.95M	Sell	29,455 -464	-2%	-$30.2K	1.12%	28
2025 Q1	$1.97M	Buy	29,919 +12,121	+68%	+$688K	1.33%	27
2024 Q4	$925K	Buy	17,798 +4,603	+35%	+$243K	0.53%	47
2024 Q3	$680K	Buy	+13,195	New	+$648K	0.41%	57

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

BlackDiamond Wealth Management's GLDM Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 26% in Q1 2026, selling an estimated $855K and leaving 24,616 shares worth $2.28M. The position accounts for 1.1% of the portfolio, ranked #22.

BlackDiamond Wealth Management first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.37M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

BlackDiamond Wealth Management held 24,616 shares of SPDR Gold MiniShares Trust worth $2.28M as of Q1 2026.
BlackDiamond Wealth Management sold 8,868 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $855K.
SPDR Gold MiniShares Trust made up 1.1% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #22 holding.
BlackDiamond Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
BlackDiamond Wealth Management's SPDR Gold MiniShares Trust position peaked at $3.37M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.