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Brinker Capital Investments’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Brinker Capital Investments’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 		$2.66M Sell
28,699
-29,507
-51% -$2.85M 0.02% 622
2025
Q4 		$4.97M Buy
58,206
+16,833
+41% +$1.38M 0.04% 434
2025
Q3 		$3.16M Buy
41,373
+3,225
+8% +$221K 0.02% 605
2025
Q2 		$2.5M Buy
38,148
+9,732
+34% +$633K 0.02% 667
2025
Q1 		$1.76M Buy
28,416
+12,224
+75% +$694K 0.02% 776
2024
Q4 		$842K Sell
16,192
-276,881
-94% -$14.6M 0.01% 1137
2024
Q3 		$15.3M Sell
293,073
-25,363
-8% -$1.25M 0.15% 131
2024
Q2 		$14.7M Buy
318,436
+129,690
+69% +$6.01M 0.16% 124
2024
Q1 		$8.31M Buy
188,746
+101,406
+116% +$4.17M 0.09% 230
2023
Q4 		$3.51M Buy
87,340
+15,270
+21% +$599K 0.04% 395
2023
Q3 		$2.64M Buy
72,070
+18,802
+35% +$719K 0.03% 492
2023
Q2 		$2.03M Buy
53,268
+1,506
+3% +$59.1K 0.02% 644
2023
Q1 		$2.02M Buy
51,762
+27,761
+116% +$1.04M 0.03% 588
2022
Q4 		$869K Hold
24,001
– – 0.02% 777
2022
Q3 		$792K Hold
24,001
– – 0.02% 787
2022
Q2 		$861K Hold
24,001
– – 0.02% 800
2022
Q1 		$923K Buy
24,001
+12,000
+100% +$448K 0.01% 818
2021
Q4 		$436K Buy
+12,001
New +$429K 0.01% 1115

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 $530B 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 $5.57B 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 $666B AUM 30.12% 1-Year Est. Return

Brinker Capital Investments's GLDM Position: Q1 2026 in Review

Brinker Capital Investments reduced its SPDR Gold MiniShares Trust (GLDM) stake by 51% in Q1 2026, selling an estimated $2.85M and leaving 28,699 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #622.

Brinker Capital Investments first reported a position in GLDM in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.3M in Q3 2024. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Brinker Capital Investments held 28,699 shares of SPDR Gold MiniShares Trust worth $2.66M as of Q1 2026.
  • Brinker Capital Investments sold 29,507 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $2.85M.
  • SPDR Gold MiniShares Trust made up 0.02% of Brinker Capital Investments's portfolio in Q1 2026, its #622 holding.
  • Brinker Capital Investments first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 18 quarters since.
  • Brinker Capital Investments's SPDR Gold MiniShares Trust position peaked at $15.3M in Q3 2024.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.