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Buck Wealth Strategies’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Buck Wealth Strategies’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 		$14.5M Sell
156,013
-3,059
-2% -$295K 1.79% 16
2025
Q4 		$13.6M Buy
159,072
+6,425
+4% +$528K 1.72% 18
2025
Q3 		$11.7M Buy
152,647
+12,680
+9% +$869K 1.6% 18
2025
Q2 		$9.17M Buy
139,967
+9,334
+7% +$607K 1.4% 30
2025
Q1 		$8.08M Buy
+130,633
New +$7.42M 1.47% 32
2023
Q4 		– Sell
-83
Closed -$3.04K – 163
2023
Q3 		$3.04K Hold
83
– – ﹤0.01% 275
2023
Q2 		$3.16K Hold
83
– – ﹤0.01% 214
2023
Q1 		$3.25K Buy
+83
New +$3.12K ﹤0.01% 153

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Morgan Stanley
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EW
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Bank of America
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Empower Advisory Group
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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