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Journey Retirement Planning & Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Journey Retirement Planning & Investment 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 		– Sell
-2,991
Closed -$255K – 175
2025
Q4 		$255K Buy
+2,991
New +$246K 0.05% 217

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 $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 $1.56M AUM 25.68% 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 $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 $666B AUM 30.12% 1-Year Est. Return

Journey Retirement Planning & Investment Management's GLDM Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 2,991 shares — an estimated $255K sold.

Journey Retirement Planning & Investment Management first reported a position in GLDM in Q4 2025 and held it in 1 quarter. The position peaked at $255K in Q4 2025. 909 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 2,991 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $255K.
  • Journey Retirement Planning & Investment Management first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's SPDR Gold MiniShares Trust position peaked at $255K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.