Boyce & Associates Wealth Consulting’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Boyce & Associates Wealth Consulting’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	$457K	Hold	4,931	–	–	0.35%	51
2025 Q4	$421K	Buy	4,931 +30	+0.6%	+$2.47K	0.35%	46
2025 Q3	$375K	Buy	4,901 +278	+6%	+$19.1K	0.31%	50
2025 Q2	$303K	Buy	4,623 +378	+9%	+$24.6K	0.28%	54
2025 Q1	$263K	Buy	4,245 +8	+0.2%	+$454	0.26%	56
2024 Q4	$220K	Hold	4,237	–	–	0.22%	67
2024 Q3	$221K	Buy	+4,237	New	+$208K	0.23%	67

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

Boyce & Associates Wealth Consulting's GLDM Position: Q1 2026 in Review

Boyce & Associates Wealth Consulting held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2026 at 4,931 shares worth $457K. The position accounts for 0.35% of the portfolio, ranked #51.

Boyce & Associates Wealth Consulting first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Boyce & Associates Wealth Consulting held 4,931 shares of SPDR Gold MiniShares Trust worth $457K as of Q1 2026.
Boyce & Associates Wealth Consulting left its SPDR Gold MiniShares Trust share count unchanged in Q1 2026.
SPDR Gold MiniShares Trust made up 0.35% of Boyce & Associates Wealth Consulting's portfolio in Q1 2026, its #51 holding.
Boyce & Associates Wealth Consulting first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2026, filed 13 Apr 2026.