CT
GLDM icon

Colonial Trust’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Colonial Trust’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 		$51.2K Sell
552
-28
-5% -$2.7K 0.01% 527
2025
Q4 		$49.5K Sell
580
-79
-12% -$6.49K 0.01% 548
2025
Q3 		$50.4K Sell
659
-1
-0.2% -$69 0.01% 546
2025
Q2 		$43.2K Sell
660
-237
-26% -$15.4K 0.01% 564
2025
Q1 		$55.5K Sell
897
-255
-22% -$14.5K 0.01% 516
2024
Q4 		$59.9K Sell
1,152
-543
-32% -$28.6K 0.01% 542
2024
Q3 		$88.8K Sell
1,695
-82
-5% -$4.03K 0.01% 470
2024
Q2 		$81.9K Sell
1,777
-552
-24% -$25.6K 0.01% 443
2024
Q1 		$102K Sell
2,329
-57
-2% -$2.34K 0.02% 401
2023
Q4 		$97.7K Sell
2,386
-11
-0.5% -$431 0.02% 396
2023
Q3 		$89.6K Buy
2,397
+34
+1% +$1.3K 0.02% 381
2023
Q2 		$90K Buy
2,363
+1,285
+119% +$50.4K 0.02% 374
2023
Q1 		$42.2K Hold
1,078
– – 0.01% 486
2022
Q4 		$39K Buy
+1,078
New +$37K 0.01% 479

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Morgan Stanley
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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