Caitlin John’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Caitlin John’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	$2.56M	Buy	27,578 +471	+2%	+$45.4K	1.53%	12
2025 Q4	$2.31M	Buy	27,107 +7,528	+38%	+$619K	1.52%	11
2025 Q3	$1.5M	Buy	19,579 +177	+0.9%	+$12.1K	1.04%	27
2025 Q2	$1.27M	Buy	19,402 +8,139	+72%	+$530K	1.16%	31
2025 Q1	$697K	Buy	11,263 +10,068	+843%	+$572K	0.68%	42
2024 Q4	$62.1K	Sell	1,195 -148	-11%	-$7.8K	0.04%	209
2024 Q3	$68.5K	Buy	1,343 +182	+16%	+$8.94K	0.04%	206
2024 Q2	$53.5K	Buy	1,161 +316	+37%	+$14.6K	0.04%	237
2024 Q1	$37.2K	Buy	845 +57	+7%	+$2.34K	0.03%	271
2023 Q4	$32.2K	Buy	+788	New	+$30.9K	0.03%	272

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

Caitlin John's GLDM Position: Q1 2026 in Review

Caitlin John increased its SPDR Gold MiniShares Trust (GLDM) stake by 1.7% in Q1 2026, buying an estimated $45.4K and bringing the position to 27,578 shares worth $2.56M. The position accounts for 1.53% of the portfolio, ranked #12.

Caitlin John first reported a position in GLDM in Q4 2023 and has held it in 10 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Caitlin John held 27,578 shares of SPDR Gold MiniShares Trust worth $2.56M as of Q1 2026.
Caitlin John bought 471 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $45.4K.
SPDR Gold MiniShares Trust made up 1.53% of Caitlin John's portfolio in Q1 2026, its #12 holding.
Caitlin John first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 10 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.