Bright Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bright Financial Advisors’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	$7.93M	Buy	85,526 +738	+0.9%	+$71.2K	3.63%	7
2025 Q4	$7.24M	Buy	84,788 +1,954	+2%	+$161K	3.42%	9
2025 Q3	$6.33M	Buy	82,834 +13,558	+20%	+$929K	3.1%	10
2025 Q2	$4.54M	Buy	69,276 +798	+1%	+$51.9K	2.52%	11
2025 Q1	$4.24M	Buy	68,478 +85	+0.1%	+$4.83K	2.6%	9
2024 Q4	$3.56M	Buy	68,393 +3,706	+6%	+$195K	2.23%	13
2024 Q3	$3.37M	Buy	64,687 +5,066	+8%	+$249K	2.15%	12
2024 Q2	$2.75M	Buy	59,621 +604	+1%	+$28K	1.94%	15
2024 Q1	$2.72M	Buy	+59,017	New	+$2.43M	2.03%	11

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

Bright Financial Advisors's GLDM Position: Q1 2026 in Review

Bright Financial Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.87% in Q1 2026, buying an estimated $71.2K and bringing the position to 85,526 shares worth $7.93M. The position accounts for 3.63% of the portfolio, ranked #7.

Bright Financial Advisors first reported a position in GLDM in Q1 2024 and has held it in 9 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Bright Financial Advisors held 85,526 shares of SPDR Gold MiniShares Trust worth $7.93M as of Q1 2026.
Bright Financial Advisors bought 738 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $71.2K.
SPDR Gold MiniShares Trust made up 3.63% of Bright Financial Advisors's portfolio in Q1 2026, its #7 holding.
Bright Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 9 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.