Frederick Financial Consultants’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Frederick Financial Consultants’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	$1.4M	Buy	15,145 +110	+0.7%	+$10.6K	0.7%	32
2025 Q4	$1.28M	Buy	15,035 +758	+5%	+$62.3K	0.7%	33
2025 Q3	$1.09M	Buy	14,277 +1,962	+16%	+$134K	0.61%	36
2025 Q2	$807K	Buy	12,315 +3,762	+44%	+$245K	0.5%	40
2025 Q1	$529K	Buy	+8,553	New	+$486K	0.38%	48

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

Frederick Financial Consultants's GLDM Position: Q1 2026 in Review

Frederick Financial Consultants increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.73% in Q1 2026, buying an estimated $10.6K and bringing the position to 15,145 shares worth $1.4M. The position accounts for 0.7% of the portfolio, ranked #32.

Frederick Financial Consultants 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.

Frederick Financial Consultants held 15,145 shares of SPDR Gold MiniShares Trust worth $1.4M as of Q1 2026.
Frederick Financial Consultants bought 110 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $10.6K.
SPDR Gold MiniShares Trust made up 0.7% of Frederick Financial Consultants's portfolio in Q1 2026, its #32 holding.
Frederick Financial Consultants 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 Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.