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Carolinas Wealth Consulting’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Carolinas Wealth Consulting’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
-399
Closed -$24.7K – 365
2025
Q1 		$24.7K Buy
399
+33
+9% +$1.87K 0.01% 434
2024
Q4 		$19K Buy
366
+2
+0.5% +$105 ﹤0.01% 473
2024
Q3 		$19K Buy
364
+65
+22% +$3.19K ﹤0.01% 483
2024
Q2 		$13.7K Buy
299
+22
+8% +$1.02K ﹤0.01% 524
2024
Q1 		$12.2K Buy
277
+12
+5% +$493 ﹤0.01% 535
2023
Q4 		$10.9K Buy
265
+8
+3% +$314 ﹤0.01% 529
2023
Q3 		$10.1K Sell
257
-229
-47% -$8.75K ﹤0.01% 516
2023
Q2 		$18.5K Buy
486
+194
+66% +$7.62K ﹤0.01% 492
2023
Q1 		$11.4K Sell
292
-2,062
-88% -$77.5K ﹤0.01% 590
2022
Q4 		$85.2K Sell
2,354
-1,927
-45% -$66.2K 0.02% 282
2022
Q3 		$141K Sell
4,281
-4,843
-53% -$166K 0.04% 191
2022
Q2 		$327K Buy
9,124
+4,182
+85% +$156K 0.08% 115
2022
Q1 		$190K Buy
4,942
+632
+15% +$23.6K 0.04% 174
2021
Q4 		$157K Buy
4,310
+4,079
+1,766% +$146K 0.03% 208
2021
Q3 		$8K Hold
231
– – ﹤0.01% 606
2021
Q2 		$8K Buy
231
+84
+57% +$3.03K ﹤0.01% 628
2021
Q1 		$5K Buy
147
+5
+4% +$179 ﹤0.01% 707
2020
Q4 		$5K Buy
+142
New +$5.31K ﹤0.01% 647

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

Carolinas Wealth Consulting's GLDM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2025, closing a stake of 399 shares — an estimated $24.7K sold.

Carolinas Wealth Consulting first reported a position in GLDM in Q4 2020 and held it in 18 quarters. The position peaked at $327K in Q2 2022. 702 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining SPDR Gold MiniShares Trust position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 399 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $24.7K.
  • Carolinas Wealth Consulting first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and held it in 18 quarters.
  • Carolinas Wealth Consulting's SPDR Gold MiniShares Trust position peaked at $327K in Q2 2022.
  • 702 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.