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Joseph Group Capital Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Joseph Group Capital Management’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 		$4.63M Sell
49,997
-2,894
-5% -$279K 1.16% 34
2025
Q4 		$4.52M Sell
52,891
-6,304
-11% -$518K 1.19% 29
2025
Q3 		$4.53M Sell
59,195
-1,217
-2% -$83.4K 1.28% 24
2025
Q2 		$3.96M Sell
60,412
-13,215
-18% -$860K 1.33% 23
2025
Q1 		$4.56M Sell
73,627
-15,371
-17% -$873K 1.74% 20
2024
Q4 		$4.63M Sell
88,998
-225,737
-72% -$11.9M 1.82% 16
2024
Q3 		$16.4M Sell
314,735
-1,110
-0.4% -$54.5K 6.27% 4
2024
Q2 		$14.6M Sell
315,845
-29,462
-9% -$1.37M 7.56% 3
2024
Q1 		$15.2M Buy
345,307
+15,998
+5% +$657K 7.62% 3
2023
Q4 		$13.5M Sell
329,309
-18,532
-5% -$727K 7.82% 5
2023
Q3 		$12.8M Buy
347,841
+5,217
+2% +$199K 9.18% 3
2023
Q2 		$13.1M Sell
342,624
-17,845
-5% -$700K 10.97% 2
2023
Q1 		$14.1M Buy
360,469
+5,743
+2% +$216K 12.37% 2
2022
Q4 		$12.8M Sell
354,726
-10,705
-3% -$368K 12.2% 1
2022
Q3 		$12.1M Sell
365,431
-8,113
-2% -$278K 13.15% 2
2022
Q2 		$13.4M Buy
373,544
+30,792
+9% +$1.15M 13.43% 1
2022
Q1 		$13.2M Buy
342,752
+342,711
+835,880% +$12.8M 13.29% 1
2021
Q4 		$1K Buy
+41
New +$1.46K ﹤0.01% 70

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

Joseph Group Capital Management's GLDM Position: Q1 2026 in Review

Joseph Group Capital Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5.5% in Q1 2026, selling an estimated $279K and leaving 49,997 shares worth $4.63M. The position accounts for 1.16% of the portfolio, ranked #34.

Joseph Group Capital Management first reported a position in GLDM in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.4M in Q3 2024. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Joseph Group Capital Management held 49,997 shares of SPDR Gold MiniShares Trust worth $4.63M as of Q1 2026.
  • Joseph Group Capital Management sold 2,894 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $279K.
  • SPDR Gold MiniShares Trust made up 1.16% of Joseph Group Capital Management's portfolio in Q1 2026, its #34 holding.
  • Joseph Group Capital Management first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 18 quarters since.
  • Joseph Group Capital Management's SPDR Gold MiniShares Trust position peaked at $16.4M in Q3 2024.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.