IHT Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

IHT Wealth Management’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	$16.3M	Sell	175,389 -9,430	-5%	-$910K	0.38%	58
2025 Q4	$16M	Buy	184,819 +27,051	+17%	+$2.22M	0.39%	55
2025 Q3	$12.1M	Buy	157,768 +129,231	+453%	+$8.86M	0.31%	69
2025 Q2	$1.87M	Buy	28,537 +1,498	+6%	+$97.5K	0.05%	329
2025 Q1	$1.67M	Buy	27,039 +1,498	+6%	+$85.1K	0.05%	325
2024 Q4	$1.33M	Buy	25,541 +7,036	+38%	+$371K	0.04%	362
2024 Q3	$965K	Buy	18,505 +3,740	+25%	+$184K	0.03%	512
2024 Q2	$681K	Buy	+14,765	New	+$684K	0.03%	540
2024 Q1	–	Sell	-5,063	Closed	-$207K	–	1034
2023 Q4	$207K	Buy	+5,063	New	+$199K	0.01%	893
2020 Q4	–	Sell	-5,377	Closed	-$202K	–	754
2020 Q3	$202K	Buy	+5,377	New	+$205K	0.02%	603

Other funds holding GLDM

Sumitomo Mitsui Trust Group

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

Wells Fargo San Francisco, California $501B 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 $5.42B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return