FWI
GLDM icon

Facet Wealth Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Facet Wealth Inc’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 		$279K Buy
3,014
+322
+12% +$31.1K ﹤0.01% 271
2025
Q4 		$287K Buy
+2,692
New +$221K 0.01% 227

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

Facet Wealth Inc's GLDM Position: Q1 2026 in Review

Facet Wealth Inc increased its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q1 2026, buying an estimated $31.1K and bringing the position to 3,014 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Facet Wealth Inc first reported a position in GLDM in Q4 2025 and has held it in 2 quarters since. The position peaked at $287K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Facet Wealth Inc held 3,014 shares of SPDR Gold MiniShares Trust worth $279K as of Q1 2026.
  • Facet Wealth Inc bought 322 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $31.1K.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #271 holding.
  • Facet Wealth Inc first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 2 quarters since.
  • Facet Wealth Inc's SPDR Gold MiniShares Trust position peaked at $287K in Q4 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.