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FullCircle Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

FullCircle 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
2025
Q3 		$546K Buy
7,002
+2,377
+51% +$163K 0.19% 143
2025
Q2 		$309K Sell
4,625
-1,492
-24% -$97.1K 0.12% 181
2025
Q1 		$406K Buy
+6,117
New +$347K 0.17% 141

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FullCircle Wealth's GLDM Position: Q3 2025 in Review

FullCircle Wealth increased its SPDR Gold MiniShares Trust (GLDM) stake by 51% in Q3 2025, buying an estimated $163K and bringing the position to 7,002 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #143.

FullCircle Wealth first reported a position in GLDM in Q1 2025 and has held it in 3 quarters since. 751 funds tracked by Wall St. Rank hold GLDM as of Q3 2025.

  • FullCircle Wealth held 7,002 shares of SPDR Gold MiniShares Trust worth $546K as of Q3 2025.
  • FullCircle Wealth bought 2,377 SPDR Gold MiniShares Trust shares in Q3 2025, an estimated $163K.
  • SPDR Gold MiniShares Trust made up 0.19% of FullCircle Wealth's portfolio in Q3 2025, its #143 holding.
  • FullCircle Wealth first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 3 quarters since.
  • 751 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.