Holistic Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Holistic Planning’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	$2.29M	Sell	24,735 -179	-0.7%	-$17.3K	0.46%	46
2025 Q4	$2.13M	Buy	24,914 +4,093	+20%	+$336K	0.45%	46
2025 Q3	$1.59M	Sell	20,821 -742	-3%	-$50.9K	0.42%	50
2025 Q2	$1.41M	Sell	21,563 -788	-4%	-$51.3K	0.4%	47
2025 Q1	$1.38M	Sell	22,351 -687	-3%	-$39K	0.47%	40
2024 Q4	$1.2M	Buy	23,038 +17,821	+342%	+$940K	0.43%	44
2024 Q3	$272K	Buy	+5,217	New	+$256K	0.12%	126

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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 $20.1B AUM 26.26% 1-Year Est. Return

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

Holistic Planning's GLDM Position: Q1 2026 in Review

Holistic Planning reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.72% in Q1 2026, selling an estimated $17.3K and leaving 24,735 shares worth $2.29M. The position accounts for 0.46% of the portfolio, ranked #46.

Holistic Planning first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Holistic Planning held 24,735 shares of SPDR Gold MiniShares Trust worth $2.29M as of Q1 2026.
Holistic Planning sold 179 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $17.3K.
SPDR Gold MiniShares Trust made up 0.46% of Holistic Planning's portfolio in Q1 2026, its #46 holding.
Holistic Planning first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.