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High Falls Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

High Falls Advisors’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 		$595K Buy
6,968
+367
+6% +$30.2K 0.12% 57
2025
Q3 		$505K Buy
+6,601
New +$452K 0.1% 67
2025
Q2 		– Sell
-6,010
Closed -$372K – 145
2025
Q1 		$372K Buy
6,010
+1,607
+36% +$91.3K 0.09% 77
2024
Q4 		$229K Buy
+4,403
New +$232K 0.05% 106

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

High Falls Advisors's GLDM Position: Q4 2025 in Review

High Falls Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 5.6% in Q4 2025, buying an estimated $30.2K and bringing the position to 6,968 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #57.

High Falls Advisors first reported a position in GLDM in Q4 2024 and has held it in 4 quarters since. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • High Falls Advisors held 6,968 shares of SPDR Gold MiniShares Trust worth $595K as of Q4 2025.
  • High Falls Advisors bought 367 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $30.2K.
  • SPDR Gold MiniShares Trust made up 0.12% of High Falls Advisors's portfolio in Q4 2025, its #57 holding.
  • High Falls Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 4 quarters since.
  • 873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.