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Continuum Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Continuum Advisory’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 		$1.47M Sell
15,814
-247
-2% -$23.8K 0.14% 143
2025
Q4 		$1.37M Sell
16,061
-1,078
-6% -$88.6K 0.14% 142
2025
Q3 		$1.31M Sell
17,139
-1,005
-6% -$68.9K 0.14% 143
2025
Q2 		$1.19M Buy
18,144
+2,794
+18% +$182K 0.14% 145
2025
Q1 		$950K Sell
15,350
-2,695
-15% -$153K 0.12% 152
2024
Q4 		$938K Buy
18,045
+12
+0.1% +$633 0.12% 158
2024
Q3 		$917K Sell
18,033
-1,734
-9% -$85.1K 0.12% 162
2024
Q2 		$911K Sell
19,767
-609
-3% -$28.2K 0.13% 162
2024
Q1 		$947K Buy
20,376
+3,656
+22% +$150K 0.14% 159
2023
Q4 		$684K Sell
16,720
-2,317
-12% -$90.8K 0.1% 230
2023
Q3 		$698K Sell
19,037
-1,477
-7% -$56.5K 0.11% 214
2023
Q2 		$781K Sell
20,514
-2,836
-12% -$111K 0.12% 202
2023
Q1 		$913K Buy
23,350
+8,422
+56% +$316K 0.16% 160
2022
Q4 		$540K Sell
14,928
-72
-0.5% -$2.47K 0.1% 240
2022
Q3 		$495K Sell
15,000
-7,480
-33% -$256K 0.09% 239
2022
Q2 		$807K Sell
22,480
-10,289
-31% -$383K 0.15% 171
2022
Q1 		$1.23M Sell
32,769
-3,656
-10% -$137K 0.23% 111
2021
Q4 		$1.32M Sell
36,425
-3,147
-8% -$112K 0.3% 83
2021
Q3 		$1.38M Hold
39,572
– – 0.37% 70
2021
Q2 		$1.39M Sell
39,572
-4,668
-11% -$169K 0.43% 56
2021
Q1 		$1.55M Sell
44,240
-136,929
-76% -$4.89M 0.65% 44
2020
Q4 		$6.86M Buy
181,169
+38,216
+27% +$1.43M 3.12% 5
2020
Q3 		$5.42M Buy
142,953
+89,489
+167% +$3.41M 2.97% 5
2020
Q2 		$1.89M Buy
53,464
+21,706
+68% +$742K 1.18% 25
2020
Q1 		$1.01M Buy
31,758
+5,140
+19% +$162K 0.68% 40
2019
Q4 		$806K Buy
26,618
+7,997
+43% +$237K 0.47% 54
2019
Q3 		$550K Buy
18,621
+3,532
+23% +$104K 0.37% 64
2019
Q2 		$417K Sell
15,089
-6,470
-30% -$169K 0.29% 77
2019
Q1 		$554K Buy
21,559
+10,552
+96% +$275K 0.41% 63
2018
Q4 		$282K Buy
+11,007
New +$270K 0.21% 115

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B 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 $21.3B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Continuum Advisory's GLDM Position: Q1 2026 in Review

Continuum Advisory reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.5% in Q1 2026, selling an estimated $23.8K and leaving 15,814 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #143.

Continuum Advisory first reported a position in GLDM in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.86M in Q4 2020. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Continuum Advisory held 15,814 shares of SPDR Gold MiniShares Trust worth $1.47M as of Q1 2026.
  • Continuum Advisory sold 247 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $23.8K.
  • SPDR Gold MiniShares Trust made up 0.14% of Continuum Advisory's portfolio in Q1 2026, its #143 holding.
  • Continuum Advisory first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 30 quarters since.
  • Continuum Advisory's SPDR Gold MiniShares Trust position peaked at $6.86M in Q4 2020.
  • 906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.