Gen-Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Gen-Wealth Partners’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	$303K	Sell	3,269 -6,435	-66%	-$621K	0.1%	204
2025 Q4	$828K	Buy	9,704 +2,076	+27%	+$171K	0.27%	76
2025 Q3	$583K	Buy	7,628 +3,173	+71%	+$217K	0.2%	116
2025 Q2	$292K	Sell	4,455 -1,405	-24%	-$91.4K	0.11%	173
2025 Q1	$363K	Buy	5,860 +2,922	+99%	+$166K	0.15%	155
2024 Q4	$153K	Buy	+2,938	New	+$155K	0.07%	236

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

Gen-Wealth Partners's GLDM Position: Q1 2026 in Review

Gen-Wealth Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 66% in Q1 2026, selling an estimated $621K and leaving 3,269 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #204.

Gen-Wealth Partners first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $828K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Gen-Wealth Partners held 3,269 shares of SPDR Gold MiniShares Trust worth $303K as of Q1 2026.
Gen-Wealth Partners sold 6,435 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $621K.
SPDR Gold MiniShares Trust made up 0.1% of Gen-Wealth Partners's portfolio in Q1 2026, its #204 holding.
Gen-Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
Gen-Wealth Partners's SPDR Gold MiniShares Trust position peaked at $828K in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.