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Clearview Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Clearview Wealth 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
2025
Q4 		$903K Buy
10,572
+3,030
+40% +$249K 0.57% 39
2025
Q3 		$577K Buy
7,542
+523
+7% +$35.8K 0.37% 51
2025
Q2 		$460K Sell
7,019
-2,542
-27% -$165K 0.32% 63
2025
Q1 		$592K Buy
+9,561
New +$543K 0.44% 42

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearview Wealth Advisors's GLDM Position: Q4 2025 in Review

Clearview Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 40% in Q4 2025, buying an estimated $249K and bringing the position to 10,572 shares worth $903K. The position accounts for 0.57% of the portfolio, ranked #39.

Clearview Wealth Advisors first reported a position in GLDM in Q1 2025 and has held it in 4 quarters since. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • Clearview Wealth Advisors held 10,572 shares of SPDR Gold MiniShares Trust worth $903K as of Q4 2025.
  • Clearview Wealth Advisors bought 3,030 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $249K.
  • SPDR Gold MiniShares Trust made up 0.57% of Clearview Wealth Advisors's portfolio in Q4 2025, its #39 holding.
  • Clearview Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 4 quarters since.
  • 873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.