CWMK
GLDM icon

Caliber Wealth Management (Kansas)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Caliber Wealth Management (Kansas)’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 		– Sell
-3,385
Closed -$289K – 276
2025
Q4 		$289K Buy
+3,385
New +$278K 0.03% 220

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $21.3B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s GLDM Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 3,385 shares — an estimated $289K sold.

Caliber Wealth Management (Kansas) first reported a position in GLDM in Q4 2025 and held it in 1 quarter. The position peaked at $289K in Q4 2025. 909 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Caliber Wealth Management (Kansas) reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 3,385 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $289K.
  • Caliber Wealth Management (Kansas) first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s SPDR Gold MiniShares Trust position peaked at $289K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.