Evernest Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Evernest Financial 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	$25.9M	Sell	279,724 -39,707	-12%	-$3.83M	5.38%	4
2025 Q4	$32.1M	Sell	319,431 -39,284	-11%	-$3.23M	6.73%	2
2025 Q3	$27.4M	Sell	358,715 -38,227	-10%	-$2.62M	7.68%	1
2025 Q2	$26M	Buy	396,942 +25,575	+7%	+$1.66M	8.42%	1
2025 Q1	$23M	Buy	371,367 +27,975	+8%	+$1.59M	8.25%	1
2024 Q4	$17.9M	Buy	343,392 +45,703	+15%	+$2.41M	4.63%	4
2024 Q3	$15.5M	Buy	297,689 +24,165	+9%	+$1.19M	4.18%	5
2024 Q2	$12.6M	Buy	273,524 +3,779	+1%	+$175K	5.65%	4
2024 Q1	$12.8M	Buy	269,745 +269	+0.1%	+$11.1K	6.05%	3
2023 Q4	$11M	Buy	+269,476	New	+$10.6M	5.59%	3
2021 Q4	$11M	Buy	+137,010	New	+$4.89M	5.7%	3

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 San Francisco, California $501B 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 $5.42B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return