Focus Partners Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Focus Partners Wealth’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	$1.15M	Buy	12,218 +3,549	+41%	+$342K	﹤0.01%	1556
2025 Q4	$740K	Buy	+8,669	New	+$712K	﹤0.01%	1760
2025 Q2	–	Sell	-71,720	Closed	-$4.44M	–	2085
2025 Q1	$4.44M	Sell	71,720 -4,637	-6%	-$263K	0.01%	659
2024 Q4	$3.97M	Buy	76,357 +6,575	+9%	+$347K	0.01%	675
2024 Q3	$3.64M	Sell	69,782 -11,619	-14%	-$571K	0.01%	636
2024 Q2	$3.75M	Buy	81,401 +4,907	+6%	+$227K	0.01%	546
2024 Q1	$3.37M	Buy	76,494 +243	+0.3%	+$9.98K	0.03%	400
2023 Q4	$3.12M	Buy	+76,251	New	+$2.99M	0.04%	292

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

Focus Partners Wealth's GLDM Position: Q1 2026 in Review

Focus Partners Wealth increased its SPDR Gold MiniShares Trust (GLDM) stake by 41% in Q1 2026, buying an estimated $342K and bringing the position to 12,218 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Focus Partners Wealth first reported a position in GLDM in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.44M in Q1 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Focus Partners Wealth held 12,218 shares of SPDR Gold MiniShares Trust worth $1.15M as of Q1 2026.
Focus Partners Wealth bought 3,549 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $342K.
SPDR Gold MiniShares Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1556 holding.
Focus Partners Wealth first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 8 quarters since.
Focus Partners Wealth's SPDR Gold MiniShares Trust position peaked at $4.44M in Q1 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.