Corient Private Wealth
GLDM icon

Corient Private Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Corient Private Wealth’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 		$18.5M Buy
481,492
+134,496
+39% +$13M 0.03% 415
2025
Q4 		$29.6M Buy
346,996
+5,077
+1% +$417K 0.02% 473
2025
Q3 		$26.1M Buy
341,919
+26,322
+8% +$1.8M 0.04% 341
2025
Q2 		$20.7M Buy
315,597
+296,873
+1,586% +$19.3M 0.03% 389
2025
Q1 		$1.16M Buy
18,724
+9,334
+99% +$530K ﹤0.01% 1219
2024
Q4 		$488K Sell
9,390
-13,062
-58% -$689K ﹤0.01% 1627
2024
Q3 		$1.17M Buy
22,452
+14,578
+185% +$716K ﹤0.01% 1326
2024
Q2 		$363K Buy
7,874
+1,307
+20% +$60.6K ﹤0.01% 1806
2024
Q1 		$289K Sell
6,567
-6,459
-50% -$265K ﹤0.01% 1913
2023
Q4 		$533K Buy
13,026
+5,056
+63% +$198K ﹤0.01% 1586
2023
Q3 		$292K Buy
+7,970
New +$305K ﹤0.01% 1759
2023
Q1 		– Sell
-17,100
Closed -$619K – 2026
2022
Q4 		$619K Buy
+17,100
New +$588K ﹤0.01% 1074

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Morgan Stanley
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EW
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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