EntreWealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

EntreWealth’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	$6.83M	Buy	73,656 +6,398	+10%	+$617K	3.06%	9
2025 Q4	$6.6M	Buy	67,258 +2,447	+4%	+$201K	2.97%	10
2025 Q3	$4.95M	Buy	64,811 +7,312	+13%	+$501K	2.55%	13
2025 Q2	$3.77M	Buy	57,499 +1,419	+3%	+$92.3K	2.61%	12
2025 Q1	$3.47M	Buy	56,080 +5,672	+11%	+$322K	2.67%	12
2024 Q4	$2.66M	Buy	+50,408	New	+$2.66M	2.45%	13

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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 $20.1B AUM 26.26% 1-Year Est. Return

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

EntreWealth's GLDM Position: Q1 2026 in Review

EntreWealth increased its SPDR Gold MiniShares Trust (GLDM) stake by 9.5% in Q1 2026, buying an estimated $617K and bringing the position to 73,656 shares worth $6.83M. The position accounts for 3.06% of the portfolio, ranked #9.

EntreWealth first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

EntreWealth held 73,656 shares of SPDR Gold MiniShares Trust worth $6.83M as of Q1 2026.
EntreWealth bought 6,398 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $617K.
SPDR Gold MiniShares Trust made up 3.06% of EntreWealth's portfolio in Q1 2026, its #9 holding.
EntreWealth first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on EntreWealth's 13F filing for Q1 2026, filed 14 May 2026.