EP Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

EP Wealth 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	$1.52M	Sell	16,431 -2,548	-13%	-$246K	0.01%	544
2025 Q4	$1.62M	Buy	+18,979	New	+$1.56M	0.01%	492
2025 Q2	$278K	Sell	4,245 -1,521	-26%	-$99K	﹤0.01%	1062
2025 Q1	$357K	Buy	5,766 +1,152	+25%	+$65.4K	﹤0.01%	832
2024 Q4	$240K	Buy	4,614 +369	+9%	+$19.5K	﹤0.01%	973
2024 Q3	$221K	Buy	+4,245	New	+$208K	﹤0.01%	992
2024 Q2	–	Sell	-10,737	Closed	-$473K	–	869
2024 Q1	$473K	Buy	+10,737	New	+$441K	0.01%	520

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

EP Wealth Advisors's GLDM Position: Q1 2026 in Review

EP Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 13% in Q1 2026, selling an estimated $246K and leaving 16,431 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #544.

EP Wealth Advisors first reported a position in GLDM in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

EP Wealth Advisors held 16,431 shares of SPDR Gold MiniShares Trust worth $1.52M as of Q1 2026.
EP Wealth Advisors sold 2,548 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $246K.
SPDR Gold MiniShares Trust made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #544 holding.
EP Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 7 quarters since.
EP Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $1.62M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.