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Choreo LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Choreo LLC’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 		$4.68M Buy
50,506
+1,526
+3% +$147K 0.06% 227
2025
Q4 		$4.21M Buy
48,980
+948
+2% +$77.9K 0.05% 223
2025
Q3 		$3.67M Sell
48,032
-70
-0.1% -$4.8K 0.05% 244
2025
Q2 		$3.15M Sell
48,102
-571
-1% -$37.2K 0.04% 264
2025
Q1 		$3.01M Buy
48,673
+311
+0.6% +$17.7K 0.05% 258
2024
Q4 		$2.51M Hold
48,362
– – 0.04% 297
2024
Q3 		$2.55M Sell
48,362
-254
-0.5% -$12.5K 0.04% 295
2024
Q2 		$2.25M Sell
48,616
-2,447
-5% -$113K 0.04% 294
2024
Q1 		$2.25M Sell
51,063
-32,401
-39% -$1.33M 0.06% 165
2023
Q4 		$3.41M Sell
83,464
-1,220
-1% -$47.8K 0.09% 130
2023
Q3 		$3.1M Sell
84,684
-7,996
-9% -$306K 0.11% 106
2023
Q2 		$3.53M Sell
92,680
-2,805
-3% -$110K 0.12% 104
2023
Q1 		$3.73M Buy
+95,485
New +$3.59M 0.13% 104

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 $530B 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 $5.57B 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 $666B AUM 30.12% 1-Year Est. Return

Choreo LLC's GLDM Position: Q1 2026 in Review

Choreo LLC increased its SPDR Gold MiniShares Trust (GLDM) stake by 3.1% in Q1 2026, buying an estimated $147K and bringing the position to 50,506 shares worth $4.68M. The position accounts for 0.06% of the portfolio, ranked #227.

Choreo LLC first reported a position in GLDM in Q1 2023 and has held it in 13 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Choreo LLC held 50,506 shares of SPDR Gold MiniShares Trust worth $4.68M as of Q1 2026.
  • Choreo LLC bought 1,526 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $147K.
  • SPDR Gold MiniShares Trust made up 0.06% of Choreo LLC's portfolio in Q1 2026, its #227 holding.
  • Choreo LLC first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 13 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.