Elios Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Elios Financial Group’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
2025 Q2	$340K	Buy	+5,187	New	+$338K	0.15%	99

Other funds holding GLDM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elios Financial Group's GLDM Position: Q2 2025 in Review

Elios Financial Group opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2025: 5,187 shares worth $340K. The stake represents 0.15% of the portfolio and ranks #99 among its holdings.

701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

Elios Financial Group held 5,187 shares of SPDR Gold MiniShares Trust worth $340K as of Q2 2025.
SPDR Gold MiniShares Trust was a new Elios Financial Group position in Q2 2025.
SPDR Gold MiniShares Trust made up 0.15% of Elios Financial Group's portfolio in Q2 2025, its #99 holding.
701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.