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Integrated Wealth Management (Ohio)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Integrated Wealth Management (Ohio)’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 		– Sell
-9,783
Closed -$835K – 100
2025
Q4 		$835K Buy
+9,783
New +$804K 0.94% 35

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s GLDM Position: Q1 2026 in Review

Integrated Wealth Management (Ohio) sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 9,783 shares — an estimated $835K sold.

Integrated Wealth Management (Ohio) first reported a position in GLDM in Q4 2025 and held it in 1 quarter. The position peaked at $835K in Q4 2025. 910 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Integrated Wealth Management (Ohio) reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 9,783 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $835K.
  • Integrated Wealth Management (Ohio) first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and held it in 1 quarter.
  • Integrated Wealth Management (Ohio)'s SPDR Gold MiniShares Trust position peaked at $835K in Q4 2025.
  • 910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 23 Apr 2026.