Envestnet Portfolio Solutions
GLDM icon

Envestnet Portfolio Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Envestnet Portfolio Solutions’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 		$3.65M Buy
39,354
+36,424
+1,243% +$3.51M 0.02% 338
2025
Q4 		$250K Sell
2,930
-466
-14% -$38.3K ﹤0.01% 1370
2025
Q3 		$260K Sell
3,396
-1,442
-30% -$98.8K ﹤0.01% 1316
2025
Q2 		$317K Sell
4,838
-5,175
-52% -$337K ﹤0.01% 1312
2025
Q1 		$620K Buy
10,013
+919
+10% +$52.2K ﹤0.01% 965
2024
Q4 		$473K Buy
9,094
+257
+3% +$13.6K ﹤0.01% 1274
2024
Q3 		$461K Buy
8,837
+2,407
+37% +$118K ﹤0.01% 1249
2024
Q2 		$296K Buy
+6,430
New +$298K ﹤0.01% 1384

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 $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 $5.57B 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 $666B AUM 30.12% 1-Year Est. Return