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HORAN Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

HORAN Wealth’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 		$750K Buy
+8,785
New +$847K 0.07% 118
2025
Q4 		– Sell
-8,772
Closed -$671K – 186
2025
Q3 		$671K Buy
+8,772
New +$601K 0.11% 118

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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HORAN Wealth's GLDM Position: Q1 2026 in Review

HORAN Wealth opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q1 2026: 8,785 shares worth $750K. The stake represents 0.07% of the portfolio and ranks #118 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in GLDM as recently as Q3 2025.

HORAN Wealth first reported a position in GLDM in Q3 2025 and has held it in 2 quarters since. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • HORAN Wealth held 8,785 shares of SPDR Gold MiniShares Trust worth $750K as of Q1 2026.
  • SPDR Gold MiniShares Trust was a new HORAN Wealth position in Q1 2026.
  • SPDR Gold MiniShares Trust made up 0.07% of HORAN Wealth's portfolio in Q1 2026, its #118 holding.
  • HORAN Wealth first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 2 quarters since.
  • 906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.