GRP
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Global Retirement Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Global Retirement Partners’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
2025
Q4 		– Sell
-47,412
Closed -$3.62M – 4313
2025
Q3 		$3.62M Buy
47,412
+5,977
+14% +$410K 0.08% 220
2025
Q2 		$2.71M Buy
+41,435
New +$2.7M 0.07% 261
2024
Q4 		$3.5M Sell
67,267
-6,776
-9% -$357K 0.1% 195
2024
Q3 		$3.86M Buy
74,043
+67,757
+1,078% +$3.33M 0.12% 170
2024
Q2 		$290K Buy
6,286
+5,035
+402% +$233K 0.01% 759
2024
Q1 		$55.1K Sell
1,251
-18,163
-94% -$746K ﹤0.01% 1372
2023
Q4 		$781K Buy
19,414
+18,626
+2,364% +$730K 0.03% 393
2023
Q3 		$28.5K Sell
788
-374
-32% -$14.3K ﹤0.01% 1514
2023
Q2 		$44.3K Hold
1,162
– – ﹤0.01% 1338
2023
Q1 		$46.9K Buy
1,162
+433
+59% +$16.3K ﹤0.01% 1273
2022
Q4 		$26.4K Hold
729
– – ﹤0.01% 1365
2022
Q3 		$24K Hold
729
– – ﹤0.01% 1313
2022
Q2 		$26K Hold
729
– – ﹤0.01% 1245
2022
Q1 		$27K Buy
+729
New +$27.2K ﹤0.01% 1234
2021
Q4 		– Sell
-2,586
Closed -$90K – 843
2021
Q3 		$90K Buy
2,586
+101
+4% +$3.6K 0.01% 680
2021
Q2 		$88K Sell
2,485
-169
-6% -$6.1K 0.01% 666
2021
Q1 		$90K Sell
2,654
-1,404
-35% -$50.1K 0.01% 595
2020
Q4 		$154K Sell
4,058
-8,117
-67% -$303K 0.02% 444
2020
Q3 		$458K Sell
12,175
-661
-5% -$25.2K 0.07% 238
2020
Q2 		$456K Buy
+12,836
New +$439K 0.07% 233

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's GLDM Position: Q4 2025 in Review

Global Retirement Partners sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2025, closing a stake of 47,412 shares — an estimated $3.62M sold.

Global Retirement Partners first reported a position in GLDM in Q2 2020 and held it in 20 quarters. The position peaked at $3.86M in Q3 2024. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • Global Retirement Partners reported no remaining SPDR Gold MiniShares Trust position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 47,412 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $3.62M.
  • Global Retirement Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and held it in 20 quarters.
  • Global Retirement Partners's SPDR Gold MiniShares Trust position peaked at $3.86M in Q3 2024.
  • 873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.