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Interchange Capital Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Interchange Capital Partners’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
-14,485
Closed -$1.24M – 379
2025
Q4 		$1.24M Buy
14,485
+2,422
+20% +$199K 0.23% 93
2025
Q3 		$922K Buy
12,063
+7,357
+156% +$504K 0.18% 106
2025
Q2 		$308K Buy
+4,706
New +$306K 0.07% 216

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

Interchange Capital Partners's GLDM Position: Q1 2026 in Review

Interchange Capital Partners sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 14,485 shares — an estimated $1.24M sold.

Interchange Capital Partners first reported a position in GLDM in Q2 2025 and held it in 3 quarters. The position peaked at $1.24M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Interchange Capital Partners reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 14,485 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.24M.
  • Interchange Capital Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and held it in 3 quarters.
  • Interchange Capital Partners's SPDR Gold MiniShares Trust position peaked at $1.24M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.