Foundations Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Foundations Investment 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	$6.56M	Buy	70,747 +4,638	+7%	+$447K	0.08%	191
2025 Q4	$5.64M	Buy	66,109 +999	+2%	+$82.1K	0.07%	211
2025 Q3	$4.98M	Buy	65,110 +5,520	+9%	+$378K	0.07%	213
2025 Q2	$3.9M	Buy	59,590 +5,182	+10%	+$337K	0.06%	234
2025 Q1	$3.37M	Buy	54,408 +10,089	+23%	+$573K	0.06%	237
2024 Q4	$2.3M	Buy	44,319 +5,987	+16%	+$316K	0.04%	266
2024 Q3	$2M	Buy	38,332 +2,511	+7%	+$123K	0.04%	268
2024 Q2	$1.65M	Buy	+35,821	New	+$1.66M	0.04%	257
2024 Q1	–	Sell	-19,103	Closed	-$778K	–	721
2023 Q4	$778K	Buy	+19,103	New	+$749K	0.02%	349

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

Foundations Investment Advisors's GLDM Position: Q1 2026 in Review

Foundations Investment Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 7% in Q1 2026, buying an estimated $447K and bringing the position to 70,747 shares worth $6.56M. The position accounts for 0.08% of the portfolio, ranked #191.

Foundations Investment Advisors first reported a position in GLDM in Q4 2023 and has held it in 9 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Foundations Investment Advisors held 70,747 shares of SPDR Gold MiniShares Trust worth $6.56M as of Q1 2026.
Foundations Investment Advisors bought 4,638 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $447K.
SPDR Gold MiniShares Trust made up 0.08% of Foundations Investment Advisors's portfolio in Q1 2026, its #191 holding.
Foundations Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 9 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.