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Independent Advisor Alliance’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Independent Advisor Alliance’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 		$6.57M Buy
+70,908
New +$6.84M 0.07% 255
2025
Q4 		– Sell
-3,058
Closed -$234K – 1025
2025
Q3 		$234K Hold
3,058
– – 0.01% 841
2025
Q2 		$200K Buy
+3,058
New +$199K 0.01% 848
2025
Q1 		– Sell
-70,796
Closed -$3.68M – 1029
2024
Q4 		$3.68M Buy
70,796
+60,865
+613% +$3.21M 0.05% 344
2024
Q3 		$518K Buy
9,931
+244
+3% +$12K 0.02% 453
2024
Q2 		$446K Sell
9,687
-741
-7% -$34.3K 0.02% 487
2024
Q1 		$459K Sell
10,428
-8,415
-45% -$346K 0.02% 472
2023
Q4 		$734K Buy
18,843
+10,160
+117% +$398K 0.03% 361
2023
Q3 		$318K Buy
8,683
+439
+5% +$16.8K 0.01% 509
2023
Q2 		$314K Hold
8,244
– – 0.01% 519
2023
Q1 		$322K Sell
8,244
-5,008
-38% -$188K 0.02% 504
2022
Q4 		$480K Buy
13,252
+887
+7% +$30.5K 0.16% 80
2022
Q3 		$408K Buy
12,365
+365
+3% +$12.5K 0.02% 418
2022
Q2 		$431K Sell
12,000
-1,801
-13% -$67K 0.02% 408
2022
Q1 		$531K Buy
13,801
+4,928
+56% +$184K 0.03% 378
2021
Q4 		$323K Buy
+8,873
New +$317K 0.02% 502
2021
Q3 		– Sell
-5,153
Closed -$181K – 651
2021
Q2 		$181K Sell
5,153
-177
-3% -$6.39K 0.01% 591
2021
Q1 		$181K Buy
+5,330
New +$190K 0.01% 561

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B 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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's GLDM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q1 2026: 70,908 shares worth $6.57M. The stake represents 0.07% of the portfolio and ranks #255 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in GLDM as recently as Q3 2025.

Independent Advisor Alliance first reported a position in GLDM in Q1 2021 and has held it in 18 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Independent Advisor Alliance held 70,908 shares of SPDR Gold MiniShares Trust worth $6.57M as of Q1 2026.
  • SPDR Gold MiniShares Trust was a new Independent Advisor Alliance position in Q1 2026.
  • SPDR Gold MiniShares Trust made up 0.07% of Independent Advisor Alliance's portfolio in Q1 2026, its #255 holding.
  • Independent Advisor Alliance first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 18 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.