Cetera Investment Advisers
GLDM icon

Cetera Investment Advisers’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cetera Investment Advisers’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 		$45.3M Buy
488,913
+23,077
+5% +$2.23M 0.05% 401
2025
Q4 		$39.8M Sell
465,836
-10,553
-2% -$867K 0.04% 414
2025
Q3 		$36.4M Buy
476,389
+151,417
+47% +$10.4M 0.04% 424
2025
Q2 		$21.3M Sell
324,972
-1,433
-0.4% -$93.3K 0.04% 497
2025
Q1 		$20.2M Buy
+326,405
New +$18.5M 0.04% 464
2024
Q3 		– Sell
-257,123
Closed -$11.9M – 3817
2024
Q2 		$11.9M Sell
257,123
-24,915
-9% -$1.15M 0.03% 598
2024
Q1 		$12.4M Buy
282,038
+145,220
+106% +$5.97M 0.03% 586
2023
Q4 		$5.6M Sell
136,818
-1,382
-1% -$54.2K 0.05% 399
2023
Q3 		$5.07M Buy
138,200
+2,948
+2% +$113K 0.04% 409
2023
Q2 		$5.15M Sell
135,252
-7,712
-5% -$303K 0.04% 402
2023
Q1 		$5.59M Sell
142,964
-10,326
-7% -$388K 0.05% 360
2022
Q4 		$5.55M Buy
153,290
+112,608
+277% +$3.87M 0.05% 355
2022
Q3 		$1K Buy
40,682
+8,102
+25% +$278K ﹤0.01% 1710
2022
Q2 		$1.17M Buy
32,580
+1,110
+4% +$41.3K 0.02% 729
2022
Q1 		$1.21M Buy
31,470
+10,895
+53% +$407K 0.02% 752
2021
Q4 		$748K Buy
20,575
+302
+1% +$10.8K 0.01% 945
2021
Q3 		$708K Buy
20,273
+525
+3% +$18.7K 0.01% 920
2021
Q2 		$696K Buy
19,748
+3,375
+21% +$122K 0.01% 937
2021
Q1 		$557K Sell
16,373
-1,682
-9% -$60K 0.01% 916
2020
Q4 		$684K Buy
+18,055
New +$675K 0.01% 826

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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