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

Florida 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	$1.16M	Buy	12,531 +3,084	+33%	+$297K	0.28%	96
2025 Q4	$806K	Buy	9,447 +2,834	+43%	+$233K	0.22%	112
2025 Q3	$506K	Buy	6,613 +214	+3%	+$14.7K	0.16%	144
2025 Q2	$419K	Buy	6,399 +2,308	+56%	+$150K	0.14%	162
2025 Q1	$253K	Buy	+4,091	New	+$232K	0.1%	200

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

Florida Financial Advisors's GLDM Position: Q1 2026 in Review

Florida Financial Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 33% in Q1 2026, buying an estimated $297K and bringing the position to 12,531 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #96.

Florida Financial Advisors first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Florida Financial Advisors held 12,531 shares of SPDR Gold MiniShares Trust worth $1.16M as of Q1 2026.
Florida Financial Advisors bought 3,084 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $297K.
SPDR Gold MiniShares Trust made up 0.28% of Florida Financial Advisors's portfolio in Q1 2026, its #96 holding.
Florida Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.