BA
GLDM icon

Bristlecone Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bristlecone 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
2025
Q3 		– Sell
-5,400
Closed -$354K – 249
2025
Q2 		$354K Buy
5,400
+1,660
+44% +$108K 0.03% 178
2025
Q1 		$231K Buy
+3,740
New +$212K 0.02% 260

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bristlecone Advisors's GLDM Position: Q3 2025 in Review

Bristlecone Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2025, closing a stake of 5,400 shares — an estimated $354K sold.

Bristlecone Advisors first reported a position in GLDM in Q1 2025 and held it in 2 quarters. The position peaked at $354K in Q2 2025. 750 funds tracked by Wall St. Rank hold GLDM as of Q3 2025.

  • Bristlecone Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 5,400 SPDR Gold MiniShares Trust shares in Q3 2025, an estimated $354K.
  • Bristlecone Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and held it in 2 quarters.
  • Bristlecone Advisors's SPDR Gold MiniShares Trust position peaked at $354K in Q2 2025.
  • 750 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.