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

EverSource 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 		$232K Buy
2,503
+601
+32% +$58K 0.01% 970
2025
Q4 		$162K Buy
1,902
+1,338
+237% +$110K 0.01% 1054
2025
Q3 		$43.1K Buy
564
+145
+35% +$9.94K ﹤0.01% 1804
2025
Q2 		$27.5K Sell
419
-673
-62% -$43.8K ﹤0.01% 2045
2025
Q1 		$67.6K Buy
1,092
+734
+205% +$41.7K ﹤0.01% 1084
2024
Q4 		$18.6K Buy
358
+218
+156% +$11.5K ﹤0.01% 1663
2024
Q3 		$7.3K Sell
140
-39
-22% -$1.92K ﹤0.01% 2045
2024
Q2 		$8.69K Buy
179
+39
+28% +$1.81K ﹤0.01% 1926
2024
Q1 		$6.36K Buy
+140
New +$5.75K ﹤0.01% 1927
2023
Q3 		– Sell
-1,661
Closed -$63.3K – 2568
2023
Q2 		$63.3K Buy
+1,661
New +$65.2K 0.01% 744

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

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

EverSource Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 32% in Q1 2026, buying an estimated $58K and bringing the position to 2,503 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #970.

EverSource Wealth Advisors first reported a position in GLDM in Q2 2023 and has held it in 10 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • EverSource Wealth Advisors held 2,503 shares of SPDR Gold MiniShares Trust worth $232K as of Q1 2026.
  • EverSource Wealth Advisors bought 601 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $58K.
  • SPDR Gold MiniShares Trust made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #970 holding.
  • EverSource Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 10 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

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