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Forvis Mazars Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Forvis Mazars Wealth 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 		$6.34M Sell
68,436
-158
-0.2% -$15.2K 0.12% 81
2025
Q4 		$5.86M Sell
68,594
-257
-0.4% -$21.1K 0.11% 87
2025
Q3 		$5.26M Sell
68,851
-1,280
-2% -$87.7K 0.1% 91
2025
Q2 		$4.59M Buy
70,131
+2,863
+4% +$186K 0.1% 90
2025
Q1 		$4.16M Sell
67,268
-1,289
-2% -$73.2K 0.1% 96
2024
Q4 		$3.56M Sell
68,557
-305
-0.4% -$16.1K 0.08% 115
2024
Q3 		$3.59M Buy
68,862
+467
+0.7% +$22.9K 0.08% 119
2024
Q2 		$3.15M Buy
68,395
+716
+1% +$33.2K 0.08% 123
2024
Q1 		$2.98M Buy
67,679
+3,181
+5% +$131K 0.08% 125
2023
Q4 		$2.64M Sell
64,498
-14,691
-19% -$576K 0.07% 131
2023
Q3 		$2.9M Buy
79,189
+116
+0.1% +$4.43K 0.09% 120
2023
Q2 		$3.01M Sell
79,073
-802
-1% -$31.5K 0.09% 137
2023
Q1 		$3.12M Buy
79,875
+197
+0.2% +$7.4K 0.1% 116
2022
Q4 		$2.88M Sell
79,678
-2,731
-3% -$93.8K 0.1% 114
2022
Q3 		$2.72M Sell
82,409
-2,805
-3% -$96.2K 0.11% 113
2022
Q2 		$3.06M Buy
85,214
+4,972
+6% +$185K 0.12% 95
2022
Q1 		$3.09M Sell
80,242
-3,917
-5% -$146K 0.13% 84
2021
Q4 		$3.06M Sell
84,159
-2,233
-3% -$79.7K 0.13% 80
2021
Q3 		$3.02M Sell
86,392
-4,625
-5% -$165K 0.14% 76
2021
Q2 		$3.21M Sell
91,017
-5,436
-6% -$196K 0.15% 72
2021
Q1 		$3.28M Sell
96,453
-11,174
-10% -$399K 0.16% 68
2020
Q4 		$4.08M Sell
107,627
-336,341
-76% -$12.6M 0.2% 56
2020
Q3 		$16.7M Sell
443,968
-3,949
-0.9% -$151K 0.97% 17
2020
Q2 		$15.9M Buy
447,917
+17,155
+4% +$587K 1.03% 15
2020
Q1 		$13.5M Buy
430,762
+6,304
+1% +$199K 1.11% 12
2019
Q4 		$12.9M Buy
424,458
+19,440
+5% +$575K 0.93% 15
2019
Q3 		$11.9M Buy
405,018
+45,511
+13% +$1.34M 0.95% 15
2019
Q2 		$10.1M Buy
+359,507
New +$9.4M 0.82% 15

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

Forvis Mazars Wealth Advisors's GLDM Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.23% in Q1 2026, selling an estimated $15.2K and leaving 68,436 shares worth $6.34M. The position accounts for 0.12% of the portfolio, ranked #81.

Forvis Mazars Wealth Advisors first reported a position in GLDM in Q2 2019 and has held it in 28 quarters since. The position peaked at $16.7M in Q3 2020. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 68,436 shares of SPDR Gold MiniShares Trust worth $6.34M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 158 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $15.2K.
  • SPDR Gold MiniShares Trust made up 0.12% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Forvis Mazars Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2019 and has held it in 28 quarters since.
  • Forvis Mazars Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $16.7M in Q3 2020.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.