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

Brown 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	$2.69M	Buy	28,995 +2,515	+9%	+$243K	1.02%	25
2025 Q4	$2.26M	Sell	26,480 -1,171	-4%	-$96.2K	0.83%	36
2025 Q3	$2.11M	Sell	27,651 -631	-2%	-$43.2K	0.78%	43
2025 Q2	$1.85M	Sell	28,282 -649	-2%	-$42.2K	0.72%	47
2025 Q1	$1.79M	Sell	28,931 -1,083	-4%	-$61.5K	0.74%	47
2024 Q4	$1.56M	Sell	30,014 -1,332	-4%	-$70.2K	0.63%	48
2024 Q3	$1.63M	Buy	31,346 +1,302	+4%	+$63.9K	0.67%	48
2024 Q2	$1.38M	Buy	+30,044	New	+$1.39M	0.62%	57

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

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

Brown Financial Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 9.5% in Q1 2026, buying an estimated $243K and bringing the position to 28,995 shares worth $2.69M. The position accounts for 1.02% of the portfolio, ranked #25.

Brown Financial Advisors first reported a position in GLDM in Q2 2024 and has held it in 8 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Brown Financial Advisors held 28,995 shares of SPDR Gold MiniShares Trust worth $2.69M as of Q1 2026.
Brown Financial Advisors bought 2,515 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $243K.
SPDR Gold MiniShares Trust made up 1.02% of Brown Financial Advisors's portfolio in Q1 2026, its #25 holding.
Brown Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 8 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.