DWM
GLDM icon

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

Diversify 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 		$64.8M Buy
720,395
+714,776
+12,721% +$68.9M 1.16% 17
2025
Q4 		$510K Sell
5,619
-1,112
-17% -$91.4K 0.02% 437
2025
Q3 		$534K Sell
6,731
-1,154
-15% -$79.1K 0.03% 365
2025
Q2 		$523K Buy
7,885
+1,217
+18% +$79.2K 0.03% 362
2025
Q1 		$439K Sell
6,668
-594
-8% -$33.7K 0.03% 373
2024
Q4 		$390K Sell
7,262
-8,516
-54% -$449K 0.03% 389
2024
Q3 		$849K Sell
15,778
-3,133
-17% -$154K 0.08% 218
2024
Q2 		$902K Buy
+18,911
New +$876K 0.11% 173

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