Creative Financial Designs’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Creative Financial Designs’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	$857K	Sell	9,251 -1,206	-12%	-$116K	0.05%	248
2025 Q4	$893K	Buy	10,457 +1,012	+11%	+$83.2K	0.06%	243
2025 Q3	$722K	Sell	9,445 -278	-3%	-$19.1K	0.05%	273
2025 Q2	$637K	Sell	9,723 -859	-8%	-$55.9K	0.05%	283
2025 Q1	$655K	Buy	10,582 +2,094	+25%	+$119K	0.05%	249
2024 Q4	$441K	Buy	8,488 +3,711	+78%	+$196K	0.04%	302
2024 Q3	$249K	Buy	+4,777	New	+$235K	0.02%	397

Other funds holding GLDM

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

Wells Fargo San Francisco, California $530B 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 $5.57B AUM 23.85% 1-Year Est. Return

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Financial Designs's GLDM Position: Q1 2026 in Review

Creative Financial Designs reduced its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q1 2026, selling an estimated $116K and leaving 9,251 shares worth $857K. The position accounts for 0.05% of the portfolio, ranked #248.

Creative Financial Designs first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. The position peaked at $893K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Creative Financial Designs held 9,251 shares of SPDR Gold MiniShares Trust worth $857K as of Q1 2026.
Creative Financial Designs sold 1,206 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $116K.
SPDR Gold MiniShares Trust made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #248 holding.
Creative Financial Designs first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
Creative Financial Designs's SPDR Gold MiniShares Trust position peaked at $893K in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.