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Brandywine Oak Private Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Brandywine Oak Private Wealth’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 		$20.6M Sell
221,713
-8,264
-4% -$797K 1.73% 12
2025
Q4 		$19.6M Sell
229,977
-27,956
-11% -$2.3M 1.65% 13
2025
Q3 		$19.7M Sell
257,933
-18,480
-7% -$1.27M 1.71% 13
2025
Q2 		$18.1M Sell
276,413
-9,659
-3% -$629K 1.68% 14
2025
Q1 		$17.7M Sell
286,072
-48,106
-14% -$2.73M 1.74% 14
2024
Q4 		$17.4M Sell
334,178
-18,096
-5% -$954K 1.7% 14
2024
Q3 		$18.4M Sell
352,274
-18,784
-5% -$922K 1.78% 14
2024
Q2 		$17.1M Sell
371,058
-112,127
-23% -$5.2M 1.76% 14
2024
Q1 		$21.3M Sell
483,185
-7,643
-2% -$314K 2.22% 11
2023
Q4 		$20.1M Sell
490,828
-25,269
-5% -$991K 2.24% 11
2023
Q3 		$18.9M Sell
516,097
-11,289
-2% -$432K 2.25% 9
2023
Q2 		$20.1M Buy
527,386
+3,721
+0.7% +$146K 2.25% 10
2023
Q1 		$20.5M Sell
523,665
-5,175
-1% -$194K 2.39% 9
2022
Q4 		$19.1M Sell
528,840
-15,975
-3% -$549K 2.38% 9
2022
Q3 		$18M Buy
544,815
+14,324
+3% +$491K 2.44% 9
2022
Q2 		$19M Sell
530,491
-16,967
-3% -$631K 2.44% 9
2022
Q1 		$21.1M Sell
547,458
-83,730
-13% -$3.13M 2.41% 8
2021
Q4 		$22.5M Sell
631,188
-176,916
-22% -$6.32M 2.46% 7
2021
Q3 		$25.8M Buy
808,104
+17,303
+2% +$616K 2.99% 6
2021
Q2 		$27.9M Buy
790,801
+141,447
+22% +$5.11M 3.25% 6
2021
Q1 		$22.1M Buy
649,354
+10,101
+2% +$361K 3.25% 8
2020
Q4 		$24.2M Buy
+639,253
New +$23.9M 3.69% 5

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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