Creative Planning
GLDM icon

Creative Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Creative Planning’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 		$50.7M Sell
546,469
-10,790
-2% -$1.04M 0.03% 219
2025
Q4 		$47.6M Buy
557,259
+512,683
+1,150% +$42.1M 0.03% 209
2025
Q3 		$3.41M Buy
44,576
+1,053
+2% +$72.2K ﹤0.01% 1124
2025
Q2 		$2.85M Sell
43,523
-46,306
-52% -$3.01M ﹤0.01% 1067
2025
Q1 		$5.56M Buy
89,829
+58,494
+187% +$3.32M 0.01% 670
2024
Q4 		$1.63M Sell
31,335
-9,814
-24% -$517K ﹤0.01% 1271
2024
Q3 		$2.15M Sell
41,149
-890
-2% -$43.7K ﹤0.01% 1023
2024
Q2 		$1.94M Buy
42,039
+2,400
+6% +$111K ﹤0.01% 1001
2024
Q1 		$1.75M Sell
39,639
-2,043
-5% -$83.9K ﹤0.01% 1025
2023
Q4 		$1.71M Sell
41,682
-12,786
-23% -$501K ﹤0.01% 975
2023
Q3 		$2M Buy
54,468
+23,481
+76% +$898K ﹤0.01% 850
2023
Q2 		$1.18M Buy
30,987
+193
+0.6% +$7.58K ﹤0.01% 1055
2023
Q1 		$1.2M Buy
30,794
+1,662
+6% +$62.4K ﹤0.01% 982
2022
Q4 		$1.05M Sell
29,132
-9,982
-26% -$343K ﹤0.01% 1004
2022
Q3 		$1.29M Sell
39,114
-390
-1% -$13.4K ﹤0.01% 854
2022
Q2 		$1.42M Sell
39,504
-5,983
-13% -$223K ﹤0.01% 830
2022
Q1 		$1.75M Buy
+45,487
New +$1.7M ﹤0.01% 759
2021
Q3 		– Sell
-73,667
Closed -$2.6M – 2159
2021
Q2 		$2.6M Sell
73,667
-7,918
-10% -$286K ﹤0.01% 583
2021
Q1 		$2.77M Sell
81,585
-2,406
-3% -$85.9K 0.01% 594
2020
Q4 		$3.18M Buy
+83,991
New +$3.14M 0.01% 495

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
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 $20.1B AUM 26.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's GLDM Position: Q1 2026 in Review

Creative Planning reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.9% in Q1 2026, selling an estimated $1.04M and leaving 546,469 shares worth $50.7M. The position accounts for 0.03% of the portfolio, ranked #219.

Creative Planning first reported a position in GLDM in Q4 2020 and has held it in 20 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Creative Planning held 546,469 shares of SPDR Gold MiniShares Trust worth $50.7M as of Q1 2026.
  • Creative Planning sold 10,790 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.04M.
  • SPDR Gold MiniShares Trust made up 0.03% of Creative Planning's portfolio in Q1 2026, its #219 holding.
  • Creative Planning first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 20 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.