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IFG Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

IFG Advisors’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
2025
Q3 		– Sell
-14,113
Closed -$925K – 155
2025
Q2 		$925K Buy
14,113
+2,499
+22% +$163K 0.16% 62
2025
Q1 		$719K Buy
11,614
+2,613
+29% +$148K 0.14% 70
2024
Q4 		$468K Buy
+9,001
New +$475K 0.09% 88

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFG Advisors's GLDM Position: Q3 2025 in Review

IFG Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2025, closing a stake of 14,113 shares — an estimated $925K sold.

IFG Advisors first reported a position in GLDM in Q4 2024 and held it in 3 quarters. The position peaked at $925K in Q2 2025. 751 funds tracked by Wall St. Rank hold GLDM as of Q3 2025.

  • IFG Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q3 2025 after selling out during the quarter.
  • IFG Advisors sold 14,113 SPDR Gold MiniShares Trust shares in Q3 2025, an estimated $925K.
  • IFG Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and held it in 3 quarters.
  • IFG Advisors's SPDR Gold MiniShares Trust position peaked at $925K in Q2 2025.
  • 751 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2025.

Based on IFG Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.