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Caldwell Trust’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Caldwell Trust’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 		$1.13M Sell
12,204
-859
-7% -$82.9K 0.1% 154
2025
Q4 		$1.12M Sell
13,063
-3,808
-23% -$313K 0.1% 156
2025
Q3 		$1.29M Sell
16,871
-10,180
-38% -$698K 0.12% 147
2025
Q2 		$1.77M Buy
27,051
+9,080
+51% +$591K 0.18% 112
2025
Q1 		$1.11M Buy
17,971
+2,917
+19% +$166K 0.12% 153
2024
Q4 		$783K Buy
15,054
+27
+0.2% +$1.42K 0.08% 179
2024
Q3 		$783K Buy
15,027
+50
+0.3% +$2.46K 0.08% 181
2024
Q2 		$690K Sell
14,977
-250
-2% -$11.6K 0.08% 179
2024
Q1 		$671K Sell
15,227
-4,187
-22% -$172K 0.08% 186
2023
Q4 		$794K Buy
19,414
+282
+1% +$11.1K 0.1% 164
2023
Q3 		$701K Buy
19,132
+4,885
+34% +$187K 0.1% 164
2023
Q2 		$543K Sell
14,247
-4,539
-24% -$178K 0.07% 193
2023
Q1 		$735K Buy
18,786
+14,555
+344% +$547K 0.1% 165
2022
Q4 		$153K Hold
4,231
– – 0.02% 304
2022
Q3 		$140K Hold
4,231
– – 0.02% 314
2022
Q2 		$152K Sell
4,231
-3,400
-45% -$126K 0.02% 310
2022
Q1 		$294K Buy
7,631
+4,001
+110% +$149K 0.04% 244
2021
Q4 		$132K Buy
3,630
+499
+16% +$17.8K 0.02% 335
2021
Q3 		$109K Buy
3,131
+1
+0% +$36 0.01% 351
2021
Q2 		$110K Hold
3,130
– – 0.01% 345
2021
Q1 		$106K Buy
3,130
+805
+35% +$28.7K 0.01% 338
2020
Q4 		$88.1K Buy
+2,325
New +$86.9K 0.01% 353

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
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 $666B AUM 30.12% 1-Year Est. Return

Caldwell Trust's GLDM Position: Q1 2026 in Review

Caldwell Trust reduced its SPDR Gold MiniShares Trust (GLDM) stake by 6.6% in Q1 2026, selling an estimated $82.9K and leaving 12,204 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #154.

Caldwell Trust first reported a position in GLDM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.77M in Q2 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Caldwell Trust held 12,204 shares of SPDR Gold MiniShares Trust worth $1.13M as of Q1 2026.
  • Caldwell Trust sold 859 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $82.9K.
  • SPDR Gold MiniShares Trust made up 0.1% of Caldwell Trust's portfolio in Q1 2026, its #154 holding.
  • Caldwell Trust first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 22 quarters since.
  • Caldwell Trust's SPDR Gold MiniShares Trust position peaked at $1.77M in Q2 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.