Comprehensive Money Management Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Comprehensive Money Management Services’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	–	Sell	-4,135	Closed	-$316K	–	191
2025 Q3	$316K	Sell	4,135 -1,444	-26%	-$99K	0.22%	139
2025 Q2	$366K	Buy	5,579 +1,300	+30%	+$84.6K	0.28%	115
2025 Q1	$265K	Sell	4,279 -300	-7%	-$17K	0.21%	146
2024 Q4	$238K	Buy	+4,579	New	+$241K	0.2%	153

Other funds holding GLDM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Comprehensive Money Management Services's GLDM Position: Q4 2025 in Review

Comprehensive Money Management Services sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2025, closing a stake of 4,135 shares — an estimated $316K sold.

Comprehensive Money Management Services first reported a position in GLDM in Q4 2024 and held it in 4 quarters. The position peaked at $366K in Q2 2025. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

Comprehensive Money Management Services reported no remaining SPDR Gold MiniShares Trust position as of Q4 2025 after selling out during the quarter.
Comprehensive Money Management Services sold 4,135 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $316K.
Comprehensive Money Management Services first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and held it in 4 quarters.
Comprehensive Money Management Services's SPDR Gold MiniShares Trust position peaked at $366K in Q2 2025.
873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Comprehensive Money Management Services's 13F filing for Q4 2025, filed 22 Jan 2026.