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Cardiff Park Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cardiff Park 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
Q2 		– Sell
-3,987
Closed -$247K – 357
2025
Q1 		$247K Hold
3,987
– – 0.02% 231
2024
Q4 		$207K Hold
3,987
– – 0.02% 248
2024
Q3 		$208K Buy
+3,987
New +$196K 0.02% 249
2024
Q2 		– Sell
-4,592
Closed -$202K – 345
2024
Q1 		$202K Buy
+4,592
New +$189K 0.02% 253

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cardiff Park Advisors's GLDM Position: Q2 2025 in Review

Cardiff Park Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2025, closing a stake of 3,987 shares — an estimated $247K sold.

Cardiff Park Advisors first reported a position in GLDM in Q1 2024 and held it in 4 quarters. The position peaked at $247K in Q1 2025. 702 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

  • Cardiff Park Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q2 2025 after selling out during the quarter.
  • Cardiff Park Advisors sold 3,987 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $247K.
  • Cardiff Park Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and held it in 4 quarters.
  • Cardiff Park Advisors's SPDR Gold MiniShares Trust position peaked at $247K in Q1 2025.
  • 702 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Cardiff Park Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.