IAG Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

IAG Wealth Partners’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	$53.9K	Sell	582 -411	-41%	-$39.6K	0.01%	207
2025 Q4	$84.8K	Buy	993 +411	+71%	+$33.8K	0.01%	170
2025 Q3	$44.5K	Sell	582 -35	-6%	-$2.4K	0.01%	222
2025 Q2	$40.4K	Hold	617	–	–	0.01%	215
2025 Q1	$38.2K	Buy	617 +192	+45%	+$10.9K	0.01%	219
2024 Q4	$22.1K	Buy	+425	New	+$22.4K	﹤0.01%	272

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

IAG Wealth Partners's GLDM Position: Q1 2026 in Review

IAG Wealth Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 41% in Q1 2026, selling an estimated $39.6K and leaving 582 shares worth $53.9K. The position accounts for 0.01% of the portfolio, ranked #207.

IAG Wealth Partners first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $84.8K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

IAG Wealth Partners held 582 shares of SPDR Gold MiniShares Trust worth $53.9K as of Q1 2026.
IAG Wealth Partners sold 411 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $39.6K.
SPDR Gold MiniShares Trust made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #207 holding.
IAG Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
IAG Wealth Partners's SPDR Gold MiniShares Trust position peaked at $84.8K in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.