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Congress Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Congress Wealth 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
2025
Q2 		$62.1M Sell
947,412
-148,629
-14% -$9.67M 0.6% 25
2025
Q1 		$67.8M Sell
1,096,041
-28,153
-3% -$1.6M 0.81% 17
2024
Q4 		$58.4M Sell
1,124,194
-21,069
-2% -$1.11M 0.8% 19
2024
Q3 		$59.7M Sell
1,145,263
-251,596
-18% -$12.4M 0.8% 18
2024
Q2 		$64.4M Sell
1,396,859
-127,319
-8% -$5.9M 1.02% 16
2024
Q1 		$67.1M Buy
1,524,178
+6,985
+0.5% +$287K 1.16% 15
2023
Q4 		$62.1M Sell
1,517,193
-298,407
-16% -$11.7M 1.14% 15
2023
Q3 		$66.6M Buy
1,815,600
+2,446
+0.1% +$93.5K 1.38% 11
2023
Q2 		$69.1M Sell
1,813,154
-12,374
-0.7% -$486K 1.6% 10
2023
Q1 		$71.4M Buy
1,825,528
+411,624
+29% +$15.5M 1.72% 8
2022
Q4 		$51.2M Sell
1,413,904
-26,693
-2% -$917K 1.32% 13
2022
Q3 		$47.5M Sell
1,440,597
-410,009
-22% -$14.1M 1.28% 12
2022
Q2 		$66.4M Buy
1,850,606
+20,116
+1% +$748K 1.7% 9
2022
Q1 		$70.4M Buy
1,830,490
+403,165
+28% +$15.1M 1.54% 9
2021
Q4 		$51.9M Buy
+1,427,325
New +$51M 1.03% 20

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's GLDM Position: Q2 2025 in Review

Congress Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 14% in Q2 2025, selling an estimated $9.67M and leaving 947,412 shares worth $62.1M. The position accounts for 0.6% of the portfolio, ranked #25.

Congress Wealth Management first reported a position in GLDM in Q4 2021 and has held it in 15 quarters since. The position peaked at $71.4M in Q1 2023. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

  • Congress Wealth Management held 947,412 shares of SPDR Gold MiniShares Trust worth $62.1M as of Q2 2025.
  • Congress Wealth Management sold 148,629 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $9.67M.
  • SPDR Gold MiniShares Trust made up 0.6% of Congress Wealth Management's portfolio in Q2 2025, its #25 holding.
  • Congress Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's SPDR Gold MiniShares Trust position peaked at $71.4M in Q1 2023.
  • 701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.