GWM
GLDM icon

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

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Morgan Stanley
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EW
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Bank of America
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Empower Advisory Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWM
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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