GWM
GLDM icon

Geneos Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Geneos Wealth Management’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 		$114K Sell
1,235
-128
-9% -$12.3K ﹤0.01% 1136
2025
Q4 		$116K Buy
1,363
+52
+4% +$4.27K ﹤0.01% 1104
2025
Q3 		$100K Sell
1,311
-6,675
-84% -$457K ﹤0.01% 1121
2025
Q2 		$523K Buy
7,986
+7,380
+1,218% +$480K 0.01% 695
2025
Q1 		$37.5K Buy
606
+303
+100% +$17.2K ﹤0.01% 2054
2024
Q4 		$15.8K Hold
303
– – ﹤0.01% 1842
2024
Q3 		$15.8K Hold
303
– – ﹤0.01% 1650
2024
Q2 		$14K Hold
303
– – ﹤0.01% 1454
2024
Q1 		$13.3K Buy
303
+45
+17% +$1.85K ﹤0.01% 1475
2023
Q4 		$10.6K Hold
258
– – ﹤0.01% 1538
2023
Q3 		$9.46K Hold
258
– – ﹤0.01% 1584
2023
Q2 		$9.83K Hold
258
– – ﹤0.01% 1581
2023
Q1 		$10.1K Sell
258
-440
-63% -$16.5K ﹤0.01% 1551
2022
Q4 		$25.3K Sell
698
-61
-8% -$2.1K ﹤0.01% 1261
2022
Q3 		$25K Sell
759
-194
-20% -$6.65K ﹤0.01% 1250
2022
Q2 		$34K Sell
953
-359
-27% -$13.4K ﹤0.01% 1450
2022
Q1 		$50K Sell
1,312
-9,044
-87% -$338K ﹤0.01% 1383
2021
Q4 		$376K Sell
10,356
-114,299
-92% -$4.08M 0.01% 667
2021
Q3 		$4.36M Buy
124,655
+6,144
+5% +$219K 0.17% 144
2021
Q2 		$4.21M Sell
118,511
-229,817
-66% -$8.3M 0.16% 146
2021
Q1 		$12.3M Buy
348,328
+3,653
+1% +$130K 0.34% 71
2020
Q4 		$3.65M Buy
344,675
+344,546
+267,090% +$12.9M 0.15% 159
2020
Q3 		$4K Buy
+129
New +$4.92K ﹤0.01% 2255

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's GLDM Position: Q1 2026 in Review

Geneos Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 9.4% in Q1 2026, selling an estimated $12.3K and leaving 1,235 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Geneos Wealth Management first reported a position in GLDM in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.3M in Q1 2021. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Geneos Wealth Management held 1,235 shares of SPDR Gold MiniShares Trust worth $114K as of Q1 2026.
  • Geneos Wealth Management sold 128 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $12.3K.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1136 holding.
  • Geneos Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's SPDR Gold MiniShares Trust position peaked at $12.3M in Q1 2021.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.