BWA
GLDM icon

Burt Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Burt Wealth 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
-538,098
Closed -$35.3M – 119
2025
Q2 		$35.3M Sell
538,098
-5,627
-1% -$366K 8.06% 3
2025
Q1 		$33.7M Sell
543,725
-5,467
-1% -$311K 8.43% 1
2024
Q4 		$28.6M Sell
549,192
-5,303
-1% -$280K 7.25% 4
2024
Q3 		$28.9M Sell
554,495
-2,265
-0.4% -$111K 7.11% 4
2024
Q2 		$25.7M Sell
556,760
-39,504
-7% -$1.83M 6.76% 5
2024
Q1 		$26.3M Buy
596,264
+37,391
+7% +$1.54M 6.66% 5
2023
Q4 		$22.9M Sell
558,873
-7,348
-1% -$288K 6.53% 6
2023
Q3 		$20.8M Sell
566,221
-4,714
-0.8% -$180K 6.38% 6
2023
Q2 		$21.7M Sell
570,935
-570
-0.1% -$22.4K 6.55% 6
2023
Q1 		$22.4M Buy
571,505
+819
+0.1% +$30.8K 6.95% 3
2022
Q4 		$20.7M Buy
+570,686
New +$19.6M 6.92% 4
2022
Q3 		– Sell
-595,505
Closed -$21.4M – 93
2022
Q2 		$21.4M Sell
595,505
-6,450
-1% -$240K 7.43% 4
2022
Q1 		$23.2M Buy
+601,955
New +$22.5M 6.95% 6
2021
Q4 		– Sell
-542,663
Closed -$18.9M – 99
2021
Q3 		$18.9M Sell
542,663
-41,298
-7% -$1.47M 6.04% 6
2021
Q2 		$20.6M Buy
583,961
+2,038
+0.4% +$73.6K 7.43% 5
2021
Q1 		$19.8M Buy
581,923
+9,043
+2% +$323K 7.29% 5
2020
Q4 		$21.7M Buy
572,880
+8,541
+2% +$319K 7.48% 5
2020
Q3 		$21.2M Buy
564,339
+5,152
+0.9% +$196K 7.94% 4
2020
Q2 		$19.9M Buy
559,187
+32,532
+6% +$1.11M 8.05% 5
2020
Q1 		$16.6M Buy
526,655
+26,320
+5% +$831K 7.44% 5
2019
Q4 		$15.2M Buy
500,335
+15,613
+3% +$462K 5.91% 6
2019
Q3 		$14.3M Buy
+484,722
New +$14.3M 5.87% 6

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

Burt Wealth Advisors's GLDM Position: Q3 2025 in Review

Burt Wealth Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2025, closing a stake of 538,098 shares — an estimated $35.3M sold.

Burt Wealth Advisors first reported a position in GLDM in Q3 2019 and held it in 22 quarters. The position peaked at $35.3M in Q2 2025. 750 funds tracked by Wall St. Rank hold GLDM as of Q3 2025.

  • Burt Wealth Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q3 2025 after selling out during the quarter.
  • Burt Wealth Advisors sold 538,098 SPDR Gold MiniShares Trust shares in Q3 2025, an estimated $35.3M.
  • Burt Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and held it in 22 quarters.
  • Burt Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $35.3M in Q2 2025.
  • 750 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.