Horizon Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Horizon Financial Services’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	$3.2M	Sell	34,537 -2,088	-6%	-$201K	1.41%	19
2025 Q4	$3.13M	Sell	36,625 -5,823	-14%	-$479K	1.42%	21
2025 Q3	$3.25M	Sell	42,448 -406	-0.9%	-$27.8K	1.55%	18
2025 Q2	$2.81M	Sell	42,854 -5,615	-12%	-$365K	1.49%	21
2025 Q1	$3M	Buy	+48,469	New	+$2.75M	1.67%	17
2024 Q3	–	Sell	-53,505	Closed	-$2.47M	–	270
2024 Q2	$2.47M	Sell	53,505 -2,827	-5%	-$131K	1.56%	20
2024 Q1	$2.48M	Sell	56,332 -41,041	-42%	-$1.69M	1.59%	20
2023 Q4	$3.98M	Buy	+97,373	New	+$3.82M	2.81%	11
2022 Q2	–	Sell	-146,258	Closed	-$5.63M	–	59
2022 Q1	$5.63M	Buy	146,258 +16,791	+13%	+$627K	3.59%	12
2021 Q4	$4.71M	Buy	129,467 +21,522	+20%	+$769K	2.86%	14
2021 Q3	$3.77M	Buy	107,945 +46,881	+77%	+$1.67M	2.48%	15
2021 Q2	$2.15M	Buy	+61,064	New	+$2.2M	1.56%	27

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

Horizon Financial Services's GLDM Position: Q1 2026 in Review

Horizon Financial Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5.7% in Q1 2026, selling an estimated $201K and leaving 34,537 shares worth $3.2M. The position accounts for 1.41% of the portfolio, ranked #19.

Horizon Financial Services first reported a position in GLDM in Q2 2021 and has held it in 12 quarters since. The position peaked at $5.63M in Q1 2022. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Horizon Financial Services held 34,537 shares of SPDR Gold MiniShares Trust worth $3.2M as of Q1 2026.
Horizon Financial Services sold 2,088 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $201K.
SPDR Gold MiniShares Trust made up 1.41% of Horizon Financial Services's portfolio in Q1 2026, its #19 holding.
Horizon Financial Services first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and has held it in 12 quarters since.
Horizon Financial Services's SPDR Gold MiniShares Trust position peaked at $5.63M in Q1 2022.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Horizon Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.