Impact Partnership Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Impact Partnership 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	$219K	Sell	2,360 -630	-21%	-$60.8K	0.03%	328
2025 Q4	$255K	Buy	2,990 +289	+11%	+$23.8K	0.03%	297
2025 Q3	$206K	Buy	+2,701	New	+$185K	0.03%	290
2024 Q2	–	Sell	-2,063	Closed	-$90.9K	–	401
2024 Q1	$90.9K	Hold	2,063	–	–	0.04%	269
2023 Q4	$84.4K	Hold	2,063	–	–	0.03%	272
2023 Q3	$75.6K	Buy	2,063 +1,702	+471%	+$65.1K	0.02%	345
2023 Q2	$13.8K	Buy	+361	New	+$14.2K	﹤0.01%	389

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 $21.3B AUM 36.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Impact Partnership Wealth's GLDM Position: Q1 2026 in Review

Impact Partnership Wealth reduced its SPDR Gold MiniShares Trust (GLDM) stake by 21% in Q1 2026, selling an estimated $60.8K and leaving 2,360 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #328.

Impact Partnership Wealth first reported a position in GLDM in Q2 2023 and has held it in 7 quarters since. The position peaked at $255K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Impact Partnership Wealth held 2,360 shares of SPDR Gold MiniShares Trust worth $219K as of Q1 2026.
Impact Partnership Wealth sold 630 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $60.8K.
SPDR Gold MiniShares Trust made up 0.03% of Impact Partnership Wealth's portfolio in Q1 2026, its #328 holding.
Impact Partnership Wealth first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 7 quarters since.
Impact Partnership Wealth's SPDR Gold MiniShares Trust position peaked at $255K in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.