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Integrated Wealth Concepts’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Integrated Wealth Concepts’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 		$1.28M Sell
13,832
-2,020
-13% -$195K 0.01% 978
2025
Q4 		$1.35M Buy
15,852
+1,513
+11% +$124K 0.02% 647
2025
Q3 		$1.1M Buy
14,339
+3,099
+28% +$212K 0.01% 929
2025
Q2 		$736K Buy
11,240
+6,112
+119% +$398K 0.01% 1068
2025
Q1 		$317K Buy
5,128
+91
+2% +$5.17K ﹤0.01% 1382
2024
Q4 		$262K Sell
5,037
-273
-5% -$14.4K ﹤0.01% 1448
2024
Q3 		$277K Buy
5,310
+832
+19% +$40.9K ﹤0.01% 1395
2024
Q2 		$206K Sell
4,478
-312
-7% -$14.5K ﹤0.01% 1505
2024
Q1 		$211K Sell
4,790
-777
-14% -$31.9K ﹤0.01% 1500
2023
Q4 		$228K Sell
5,567
-539
-9% -$21.1K ﹤0.01% 1404
2023
Q3 		$224K Buy
6,106
+618
+11% +$23.6K ﹤0.01% 1365
2023
Q2 		$209K Buy
+5,488
New +$215K ﹤0.01% 1408
2022
Q1 		– Sell
-11,694
Closed -$425K – 990
2021
Q4 		$425K Buy
11,694
+716
+7% +$25.6K 0.01% 650
2021
Q3 		$383K Sell
10,978
-43,032
-80% -$1.53M 0.01% 647
2021
Q2 		$1.9M Buy
54,010
+46,961
+666% +$1.7M 0.07% 227
2021
Q1 		$240K Buy
+7,049
New +$252K 0.01% 644

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

Integrated Wealth Concepts's GLDM Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its SPDR Gold MiniShares Trust (GLDM) stake by 13% in Q1 2026, selling an estimated $195K and leaving 13,832 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #978.

Integrated Wealth Concepts first reported a position in GLDM in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.9M in Q2 2021. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Integrated Wealth Concepts held 13,832 shares of SPDR Gold MiniShares Trust worth $1.28M as of Q1 2026.
  • Integrated Wealth Concepts sold 2,020 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $195K.
  • SPDR Gold MiniShares Trust made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #978 holding.
  • Integrated Wealth Concepts first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's SPDR Gold MiniShares Trust position peaked at $1.9M in Q2 2021.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.