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

Etesian 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	$521K	Sell	5,619 -359	-6%	-$34.6K	0.17%	89
2025 Q4	$510K	Hold	5,978	–	–	0.16%	94
2025 Q3	$457K	Sell	5,978 -1,045	-15%	-$71.6K	0.15%	101
2025 Q2	$460K	Sell	7,023 -1,191	-14%	-$77.5K	0.17%	100
2025 Q1	$508K	Sell	8,214 -3,481	-30%	-$198K	0.22%	92
2024 Q4	$608K	Hold	11,695	–	–	0.27%	83
2024 Q3	$610K	Buy	+11,695	New	+$574K	0.28%	93

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

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

Etesian Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 6% in Q1 2026, selling an estimated $34.6K and leaving 5,619 shares worth $521K. The position accounts for 0.17% of the portfolio, ranked #89.

Etesian Wealth Advisors first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. The position peaked at $610K in Q3 2024. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Etesian Wealth Advisors held 5,619 shares of SPDR Gold MiniShares Trust worth $521K as of Q1 2026.
Etesian Wealth Advisors sold 359 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $34.6K.
SPDR Gold MiniShares Trust made up 0.17% of Etesian Wealth Advisors's portfolio in Q1 2026, its #89 holding.
Etesian Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
Etesian Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $610K in Q3 2024.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.