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Curry Webb Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Curry Webb Wealth Management’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 		$2.21M Sell
23,877
-2,896
-11% -$279K 1.05% 23
2025
Q4 		$2.29M Buy
+26,773
New +$2.2M 1.13% 28

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $1.56M AUM 25.68% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curry Webb Wealth Management's GLDM Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 11% in Q1 2026, selling an estimated $279K and leaving 23,877 shares worth $2.21M. The position accounts for 1.05% of the portfolio, ranked #23.

Curry Webb Wealth Management first reported a position in GLDM in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.29M in Q4 2025. 909 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Curry Webb Wealth Management held 23,877 shares of SPDR Gold MiniShares Trust worth $2.21M as of Q1 2026.
  • Curry Webb Wealth Management sold 2,896 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $279K.
  • SPDR Gold MiniShares Trust made up 1.05% of Curry Webb Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Curry Webb Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's SPDR Gold MiniShares Trust position peaked at $2.29M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.