Genesis Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Genesis Wealth Advisors’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	$3.07M	Buy	33,167 +826	+3%	+$79.7K	2.05%	15
2025 Q4	$2.76M	Buy	32,341 +622	+2%	+$51.1K	1.89%	15
2025 Q3	$2.42M	Buy	31,719 +524	+2%	+$35.9K	1.71%	15
2025 Q2	$2.04M	Sell	31,195 -4,360	-12%	-$284K	1.53%	16
2025 Q1	$2.2M	Sell	35,555 -37,467	-51%	-$2.13M	1.78%	16
2024 Q4	$3.8M	Buy	+73,022	New	+$3.85M	3.31%	8

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

Genesis Wealth Advisors's GLDM Position: Q1 2026 in Review

Genesis Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.6% in Q1 2026, buying an estimated $79.7K and bringing the position to 33,167 shares worth $3.07M. The position accounts for 2.05% of the portfolio, ranked #15.

Genesis Wealth Advisors first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.8M in Q4 2024. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Genesis Wealth Advisors held 33,167 shares of SPDR Gold MiniShares Trust worth $3.07M as of Q1 2026.
Genesis Wealth Advisors bought 826 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $79.7K.
SPDR Gold MiniShares Trust made up 2.05% of Genesis Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Genesis Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
Genesis Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $3.8M in Q4 2024.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.