Covestor’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Covestor’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	$2K	Buy	20 +3	+18%	+$289	﹤0.01%	1946
2025 Q4	$2K	Hold	17	–	–	﹤0.01%	1921
2025 Q3	$1K	Sell	17 -3	-15%	-$206	﹤0.01%	2087
2025 Q2	$1K	Hold	20	–	–	﹤0.01%	2002
2025 Q1	$1K	Hold	20	–	–	﹤0.01%	1988
2024 Q4	$1K	Buy	20 +1	+5%	+$53	﹤0.01%	2044
2024 Q3	$1K	Hold	19	–	–	﹤0.01%	1980
2024 Q2	$1K	Hold	19	–	–	﹤0.01%	2009
2024 Q1	$1K	Hold	19	–	–	﹤0.01%	1983
2023 Q4	$1K	Hold	19	–	–	﹤0.01%	1972
2023 Q3	$1K	Hold	19	–	–	﹤0.01%	1934
2023 Q2	$1K	Sell	19 -4	-17%	-$157	﹤0.01%	1951
2023 Q1	$1K	Hold	23	–	–	﹤0.01%	1854
2022 Q4	$1K	Buy	+23	New	+$790	﹤0.01%	1876
2022 Q3	–	Sell	-23	Closed	-$1K	–	2223
2022 Q2	$1K	Buy	+23	New	+$856	﹤0.01%	1732
2022 Q1	–	Sell	-24	Closed	-$1K	–	2250
2021 Q4	$1K	Buy	+24	New	+$857	﹤0.01%	1764

Other funds holding GLDM

Sumitomo Mitsui Trust Group

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return