Clear Creek Financial Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Clear Creek Financial 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	$1.11M	Buy	11,961 +4,555	+62%	+$439K	0.09%	240
2025 Q4	$632K	Buy	7,406 +1,439	+24%	+$118K	0.05%	320
2025 Q3	$456K	Hold	5,967	–	–	0.04%	384
2025 Q2	$391K	Sell	5,967 -2,131	-26%	-$139K	0.04%	388
2025 Q1	$501K	Buy	8,098 +3,758	+87%	+$213K	0.05%	308
2024 Q4	$226K	Buy	+4,340	New	+$229K	0.02%	431

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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 $20.1B AUM 26.26% 1-Year Est. Return

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

Clear Creek Financial Management's GLDM Position: Q1 2026 in Review

Clear Creek Financial Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 62% in Q1 2026, buying an estimated $439K and bringing the position to 11,961 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #240.

Clear Creek Financial Management first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Clear Creek Financial Management held 11,961 shares of SPDR Gold MiniShares Trust worth $1.11M as of Q1 2026.
Clear Creek Financial Management bought 4,555 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $439K.
SPDR Gold MiniShares Trust made up 0.09% of Clear Creek Financial Management's portfolio in Q1 2026, its #240 holding.
Clear Creek Financial Management first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.