CCWM
GLDM icon

Cassaday & Co Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cassaday & Co Wealth Management’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 		$309M Sell
3,328,360
-48,907
-1% -$4.72M 6.57% 2
2025
Q4 		$288M Sell
3,377,267
-30,498
-0.9% -$2.51M 6.08% 4
2025
Q3 		$261M Buy
3,407,765
+1,416
+0% +$97K 6.01% 4
2025
Q2 		$223M Sell
3,406,349
-2,321,003
-41% -$151M 5.59% 5
2025
Q1 		$354M Sell
5,727,352
-17,074
-0.3% -$970K 9.97% 2
2024
Q4 		$299M Buy
5,744,426
+106,433
+2% +$5.61M 8.15% 2
2024
Q3 		$294M Buy
+5,637,993
New +$277M 8.31% 2
2023
Q3 		– Sell
-5,250,656
Closed -$200M – 270
2023
Q2 		$200M Buy
5,250,656
+14,872
+0.3% +$584K 7.93% 2
2023
Q1 		$205M Buy
5,235,784
+29,871
+0.6% +$1.12M 8.73% 2
2022
Q4 		$188M Buy
+5,205,913
New +$179M 8.7% 2

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 $501B 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 $5.42B 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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return