BWL
GLDM icon

Bogart Wealth LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bogart Wealth 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 		$51K Sell
550
-101
-16% -$9.74K ﹤0.01% 489
2025
Q4 		$55.6K Buy
651
+568
+684% +$46.7K ﹤0.01% 445
2025
Q3 		$6.34K Buy
83
+52
+168% +$3.56K ﹤0.01% 926
2025
Q2 		$2.03K Sell
31
-161
-84% -$10.5K ﹤0.01% 1105
2025
Q1 		$11.9K Buy
192
+18
+10% +$1.02K ﹤0.01% 705
2024
Q4 		$9.05K Buy
174
+20
+13% +$1.05K ﹤0.01% 765
2024
Q3 		$8.03K Hold
154
– – ﹤0.01% 741
2024
Q2 		$7.1K Hold
154
– – ﹤0.01% 718
2024
Q1 		$6.78K Hold
154
– – ﹤0.01% 708
2023
Q4 		$6.3K Buy
154
+28
+22% +$1.1K ﹤0.01% 708
2023
Q3 		$4.62K Hold
126
– – ﹤0.01% 729
2023
Q2 		$4.8K Buy
126
+55
+77% +$2.16K ﹤0.01% 719
2023
Q1 		$2.78K Hold
71
– – ﹤0.01% 846
2022
Q4 		$2.57K Hold
71
– – ﹤0.01% 774
2022
Q3 		$2K Buy
+71
New +$2.43K ﹤0.01% 818

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 $501B 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 $5.42B 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 $564B AUM 30.12% 1-Year Est. Return