FLP Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

FLP Wealth 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
2026 Q1	–	Sell	-2,445	Closed	-$209K	–	60
2025 Q4	$209K	Buy	+2,445	New	+$201K	0.49%	60
2025 Q1	–	Sell	-554	Closed	-$28.8K	–	221
2024 Q4	$28.8K	Buy	+554	New	+$29.2K	0.07%	143

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

FLP Wealth Management's GLDM Position: Q1 2026 in Review

FLP Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 2,445 shares — an estimated $209K sold.

FLP Wealth Management first reported a position in GLDM in Q4 2024 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

FLP Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
FLP Wealth Management sold 2,445 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $209K.
FLP Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and held it in 2 quarters.
FLP Wealth Management's SPDR Gold MiniShares Trust position peaked at $209K in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.