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

Gibbs 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	$332K	Sell	3,587 -899	-20%	-$86.7K	0.04%	373
2025 Q4	$400K	Sell	4,486 -7,184	-62%	-$590K	0.1%	230
2025 Q3	$892K	Buy	11,670 +2,725	+30%	+$187K	0.2%	122
2025 Q2	$586K	Buy	8,945 +2,690	+43%	+$175K	0.11%	207
2025 Q1	$387K	Sell	6,255 -230	-4%	-$13.1K	0.09%	216
2024 Q4	$337K	Sell	6,485 -5,079	-44%	-$268K	0.09%	218
2024 Q3	$603K	Sell	11,564 -1,093	-9%	-$53.7K	0.2%	119
2024 Q2	$583K	Buy	+12,657	New	+$586K	0.24%	101

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Gibbs Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 20% in Q1 2026, selling an estimated $86.7K and leaving 3,587 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #373.

Gibbs Wealth Management first reported a position in GLDM in Q2 2024 and has held it in 8 quarters since. The position peaked at $892K in Q3 2025. 912 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Gibbs Wealth Management held 3,587 shares of SPDR Gold MiniShares Trust worth $332K as of Q1 2026.
Gibbs Wealth Management sold 899 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $86.7K.
SPDR Gold MiniShares Trust made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #373 holding.
Gibbs Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 8 quarters since.
Gibbs Wealth Management's SPDR Gold MiniShares Trust position peaked at $892K in Q3 2025.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

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