Freestone Capital Holdings’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Freestone Capital Holdings’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	$247K	Sell	2,670 -18,266	-87%	-$1.76M	0.01%	478
2025 Q4	$1.79M	Buy	20,936 +770	+4%	+$63.3K	0.05%	185
2025 Q3	$1.54M	Hold	20,166	–	–	0.05%	204
2025 Q2	$1.32M	Buy	+20,166	New	+$1.31M	0.04%	204
2021 Q1	–	Sell	-1,304	Closed	-$49.4K	–	666
2020 Q4	$49.4K	Hold	1,304	–	–	﹤0.01%	569
2020 Q3	$49K	Buy	+1,304	New	+$49.7K	﹤0.01%	493

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

Freestone Capital Holdings's GLDM Position: Q1 2026 in Review

Freestone Capital Holdings reduced its SPDR Gold MiniShares Trust (GLDM) stake by 87% in Q1 2026, selling an estimated $1.76M and leaving 2,670 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #478.

Freestone Capital Holdings first reported a position in GLDM in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.79M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Freestone Capital Holdings held 2,670 shares of SPDR Gold MiniShares Trust worth $247K as of Q1 2026.
Freestone Capital Holdings sold 18,266 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.76M.
SPDR Gold MiniShares Trust made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #478 holding.
Freestone Capital Holdings first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 6 quarters since.
Freestone Capital Holdings's SPDR Gold MiniShares Trust position peaked at $1.79M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.