Eldridge Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Eldridge Investment Advisors’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	$617K	Sell	6,652 -210	-3%	-$20.3K	0.14%	91
2025 Q4	$586K	Buy	6,862 +1,480	+27%	+$122K	0.13%	98
2025 Q3	$411K	Buy	5,382 +570	+12%	+$39.1K	0.09%	123
2025 Q2	$315K	Buy	4,812 +378	+9%	+$24.6K	0.07%	134
2025 Q1	$274K	Hold	4,434	–	–	0.06%	139
2024 Q4	$231K	Hold	4,434	–	–	0.05%	144
2024 Q3	$231K	Buy	+4,434	New	+$218K	0.05%	143

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $21.3B AUM 36.92% 1-Year Est. Return

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

Eldridge Investment Advisors's GLDM Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.1% in Q1 2026, selling an estimated $20.3K and leaving 6,652 shares worth $617K. The position accounts for 0.14% of the portfolio, ranked #91.

Eldridge Investment Advisors first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Eldridge Investment Advisors held 6,652 shares of SPDR Gold MiniShares Trust worth $617K as of Q1 2026.
Eldridge Investment Advisors sold 210 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $20.3K.
SPDR Gold MiniShares Trust made up 0.14% of Eldridge Investment Advisors's portfolio in Q1 2026, its #91 holding.
Eldridge Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.