Clearstead Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Clearstead Advisors’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	$1.73M	Sell	18,641 -1,645	-8%	-$159K	0.02%	398
2025 Q4	$1.73M	Buy	20,286 +1,659	+9%	+$136K	0.02%	354
2025 Q3	$1.42M	Buy	18,627 +9,438	+103%	+$647K	0.02%	375
2025 Q2	$602K	Sell	9,189 -2,115	-19%	-$138K	0.01%	563
2025 Q1	$700K	Sell	11,304 -1,797	-14%	-$102K	0.01%	491
2024 Q4	$681K	Buy	13,101 +1,012	+8%	+$53.4K	0.01%	492
2024 Q3	$630K	Buy	12,089 +145	+1%	+$7.12K	0.01%	516
2024 Q2	$550K	Buy	+11,944	New	+$553K	0.01%	518

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

Clearstead Advisors's GLDM Position: Q1 2026 in Review

Clearstead Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 8.1% in Q1 2026, selling an estimated $159K and leaving 18,641 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #398.

Clearstead Advisors first reported a position in GLDM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Clearstead Advisors held 18,641 shares of SPDR Gold MiniShares Trust worth $1.73M as of Q1 2026.
Clearstead Advisors sold 1,645 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $159K.
SPDR Gold MiniShares Trust made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #398 holding.
Clearstead Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 8 quarters since.
Clearstead Advisors's SPDR Gold MiniShares Trust position peaked at $1.73M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.