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GLDM icon

CreativeOne Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

CreativeOne 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 		$10.2M Buy
109,897
+3,605
+3% +$348K 0.24% 80
2025
Q4 		$9.07M Buy
106,292
+14,794
+16% +$1.22M 0.22% 84
2025
Q3 		$7M Buy
91,498
+7,885
+9% +$540K 0.17% 103
2025
Q2 		$5.48M Buy
83,613
+16,638
+25% +$1.08M 0.14% 144
2025
Q1 		$4.15M Buy
66,975
+12,140
+22% +$690K 0.12% 164
2024
Q4 		$2.85M Buy
54,835
+1,669
+3% +$88K 0.09% 216
2024
Q3 		$2.77M Buy
53,166
+34,422
+184% +$1.69M 0.09% 208
2024
Q2 		$864K Buy
18,744
+1,110
+6% +$51.4K 0.04% 358
2024
Q1 		$777K Sell
17,634
-7,776
-31% -$320K 0.03% 437
2023
Q4 		$1.04M Sell
25,410
-5,923
-19% -$232K 0.07% 249
2023
Q3 		$1.15M Sell
31,333
-27,017
-46% -$1.03M 0.08% 220
2023
Q2 		$2.22M Buy
58,350
+45,900
+369% +$1.8M 0.1% 187
2023
Q1 		$487K Buy
+12,450
New +$468K 0.02% 477

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 $501B 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 $5.42B 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
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