Hobbs Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Hobbs 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	$403K	Sell	4,344 -3,787	-47%	-$365K	0.4%	21
2025 Q4	$694K	Buy	8,131 +673	+9%	+$55.3K	0.68%	17
2025 Q3	$570K	Buy	7,458 +1,864	+33%	+$128K	0.48%	28
2025 Q2	$367K	Sell	5,594 -1,395	-20%	-$90.8K	0.35%	30
2025 Q1	$433K	Buy	+6,989	New	+$397K	0.48%	25

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CCWM

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

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hobbs Wealth Management's GLDM Position: Q1 2026 in Review

Hobbs Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 47% in Q1 2026, selling an estimated $365K and leaving 4,344 shares worth $403K. The position accounts for 0.4% of the portfolio, ranked #21.

Hobbs Wealth Management first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $694K in Q4 2025. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Hobbs Wealth Management held 4,344 shares of SPDR Gold MiniShares Trust worth $403K as of Q1 2026.
Hobbs Wealth Management sold 3,787 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $365K.
SPDR Gold MiniShares Trust made up 0.4% of Hobbs Wealth Management's portfolio in Q1 2026, its #21 holding.
Hobbs Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
Hobbs Wealth Management's SPDR Gold MiniShares Trust position peaked at $694K in Q4 2025.
906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Hobbs Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.