GLR
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Great Lakes Retirement’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Great Lakes Retirement’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 		– Sell
-3,309
Closed -$282K – 230
2025
Q4 		$282K Buy
+3,309
New +$272K 0.03% 199
2023
Q4 		– Sell
-11,532
Closed -$423K – 219
2023
Q3 		$423K Sell
11,532
-703
-6% -$26.9K 0.08% 178
2023
Q2 		$466K Sell
12,235
-619
-5% -$24.3K 0.08% 173
2023
Q1 		$503K Buy
+12,854
New +$483K 0.09% 166

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Great Lakes Retirement's GLDM Position: Q1 2026 in Review

Great Lakes Retirement sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 3,309 shares — an estimated $282K sold.

Great Lakes Retirement first reported a position in GLDM in Q1 2023 and held it in 4 quarters. The position peaked at $503K in Q1 2023. 912 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Great Lakes Retirement reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
  • Great Lakes Retirement sold 3,309 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $282K.
  • Great Lakes Retirement first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and held it in 4 quarters.
  • Great Lakes Retirement's SPDR Gold MiniShares Trust position peaked at $503K in Q1 2023.
  • 912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.