Insigneo Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Insigneo Advisory Services’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	$832K	Buy	8,978 +2,391	+36%	+$231K	0.06%	249
2025 Q4	$562K	Buy	6,587 +914	+16%	+$75.1K	0.04%	340
2025 Q3	$434K	Buy	5,673 +1,828	+48%	+$125K	0.03%	402
2025 Q2	$252K	Buy	+3,845	New	+$250K	0.02%	500
2024 Q4	–	Sell	-4,467	Closed	-$233K	–	652
2024 Q3	$233K	Buy	4,467 +1	+0%	+$49	0.02%	515
2024 Q2	$213K	Buy	+4,466	New	+$207K	0.02%	490

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

Insigneo Advisory Services's GLDM Position: Q1 2026 in Review

Insigneo Advisory Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 36% in Q1 2026, buying an estimated $231K and bringing the position to 8,978 shares worth $832K. The position accounts for 0.06% of the portfolio, ranked #249.

Insigneo Advisory Services first reported a position in GLDM in Q2 2024 and has held it in 6 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Insigneo Advisory Services held 8,978 shares of SPDR Gold MiniShares Trust worth $832K as of Q1 2026.
Insigneo Advisory Services bought 2,391 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $231K.
SPDR Gold MiniShares Trust made up 0.06% of Insigneo Advisory Services's portfolio in Q1 2026, its #249 holding.
Insigneo Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 6 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.