Glenview Trust’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Glenview Trust’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	$8.18M	Buy	88,275 +2,050	+2%	+$198K	0.13%	127
2025 Q4	$7.36M	Buy	86,225 +2,125	+3%	+$175K	0.11%	130
2025 Q3	$6.43M	Buy	84,100 +865	+1%	+$59.3K	0.1%	136
2025 Q2	$5.45M	Sell	83,235 -36,120	-30%	-$2.35M	0.09%	141
2025 Q1	$7.39M	Buy	119,355 +147	+0.1%	+$8.35K	0.14%	120
2024 Q4	$6.2M	Buy	119,208 +474	+0.4%	+$25K	0.12%	123
2024 Q3	$6.19M	Sell	118,734 -20,787	-15%	-$1.02M	0.12%	126
2024 Q2	$6.43M	Buy	139,521 +16	+0%	+$741	0.13%	121
2024 Q1	$6.15M	Hold	139,505	–	–	0.13%	121
2023 Q4	$5.71M	Buy	139,505 +5	+0%	+$196	0.14%	117
2023 Q3	$5.11M	Hold	139,500	–	–	0.14%	118
2023 Q2	$5.31M	Hold	139,500	–	–	0.15%	114
2023 Q1	$5.46M	Hold	139,500	–	–	0.16%	109
2022 Q4	$5.05M	Hold	139,500	–	–	0.17%	108
2022 Q3	$4.6M	Hold	139,500	–	–	0.17%	107
2022 Q2	$5M	Hold	139,500	–	–	0.18%	102
2022 Q1	$5.37M	Hold	139,500	–	–	0.17%	101
2021 Q4	$5.07M	Buy	+139,500	New	+$4.98M	0.17%	103

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 San Francisco, California $501B 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 $5.42B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return