Catalina Capital Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Catalina Capital Group’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	$347K	Sell	3,741 -4,036	-52%	-$389K	0.21%	96
2025 Q4	$664K	Buy	7,777 +1,286	+20%	+$106K	0.4%	52
2025 Q3	$496K	Buy	6,491 +1,626	+33%	+$111K	0.3%	70
2025 Q2	$319K	Sell	4,865 -1,082	-18%	-$70.4K	0.21%	95
2025 Q1	$368K	Buy	+5,947	New	+$338K	0.24%	87

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Catalina Capital Group's GLDM Position: Q1 2026 in Review

Catalina Capital Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 52% in Q1 2026, selling an estimated $389K and leaving 3,741 shares worth $347K. The position accounts for 0.21% of the portfolio, ranked #96.

Catalina Capital Group first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $664K in Q4 2025. 908 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Catalina Capital Group held 3,741 shares of SPDR Gold MiniShares Trust worth $347K as of Q1 2026.
Catalina Capital Group sold 4,036 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $389K.
SPDR Gold MiniShares Trust made up 0.21% of Catalina Capital Group's portfolio in Q1 2026, its #96 holding.
Catalina Capital Group first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
Catalina Capital Group's SPDR Gold MiniShares Trust position peaked at $664K in Q4 2025.
908 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.