Bush Investment Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bush Investment Group’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	$2.71M	Sell	29,239 -42,971	-60%	-$4.14M	1.48%	16
2025 Q4	$6.16M	Sell	72,210 -972	-1%	-$79.9K	3.45%	7
2025 Q3	$5.59M	Buy	73,182 +21,983	+43%	+$1.51M	3.32%	7
2025 Q2	$3.35M	Sell	51,199 -14,429	-22%	-$939K	2.25%	13
2025 Q1	$4.06M	Buy	65,628 +30,279	+86%	+$1.72M	3.06%	7
2024 Q4	$1.84M	Buy	+35,349	New	+$1.86M	1.43%	15

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $21.3B AUM 36.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bush Investment Group's GLDM Position: Q1 2026 in Review

Bush Investment Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 60% in Q1 2026, selling an estimated $4.14M and leaving 29,239 shares worth $2.71M. The position accounts for 1.48% of the portfolio, ranked #16.

Bush Investment Group first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.16M in Q4 2025. 909 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Bush Investment Group held 29,239 shares of SPDR Gold MiniShares Trust worth $2.71M as of Q1 2026.
Bush Investment Group sold 42,971 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $4.14M.
SPDR Gold MiniShares Trust made up 1.48% of Bush Investment Group's portfolio in Q1 2026, its #16 holding.
Bush Investment Group first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
Bush Investment Group's SPDR Gold MiniShares Trust position peaked at $6.16M in Q4 2025.
909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.