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Financial Advocates Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-3,938
Closed -$244K – 684
2025
Q1 		$244K Buy
+3,938
New +$224K 0.02% 620

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 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 $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Advocates Investment Management's GLDM Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2025, closing a stake of 3,938 shares — an estimated $244K sold.

Financial Advocates Investment Management first reported a position in GLDM in Q1 2025 and held it in 1 quarter. The position peaked at $244K in Q1 2025. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining SPDR Gold MiniShares Trust position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,938 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $244K.
  • Financial Advocates Investment Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's SPDR Gold MiniShares Trust position peaked at $244K in Q1 2025.
  • 701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.