Janney Montgomery Scott
GLDM icon

Janney Montgomery Scott’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Janney Montgomery Scott’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
-88,670
Closed -$7.57M – 2872
2025
Q4 		$7.57M Buy
88,670
+4,192
+5% +$345K 0.02% 724
2025
Q3 		$6.46M Buy
84,478
+11,103
+15% +$761K 0.02% 770
2025
Q2 		$4.81M Sell
73,375
-7,091
-9% -$461K 0.01% 827
2025
Q1 		$4.98M Buy
80,466
+1,916
+2% +$109K 0.01% 775
2024
Q4 		$4.08M Buy
+78,550
New +$4.14M 0.01% 846
2024
Q3 		– Sell
-78,812
Closed -$3.63M – 2730
2024
Q2 		$3.63M Sell
78,812
-4,364
-5% -$202K 0.01% 832
2024
Q1 		$3.66M Buy
83,176
+28,142
+51% +$1.16M 0.01% 878
2023
Q4 		$2.25M Buy
55,034
+1,458
+3% +$57.2K 0.01% 1052
2023
Q3 		$1.96M Buy
+53,576
New +$2.05M 0.01% 1034

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 $501B 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 $5.42B 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 $564B AUM 30.12% 1-Year Est. Return