Journey Strategic Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Journey Strategic Wealth’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	$17.4M	Sell	187,866 -23,508	-11%	-$2.27M	0.43%	23
2025 Q4	$18M	Buy	211,374 +82,245	+64%	+$6.76M	0.47%	23
2025 Q3	$9.87M	Buy	129,129 +5,440	+4%	+$373K	0.28%	35
2025 Q2	$8.1M	Sell	123,689 -13,570	-10%	-$883K	0.26%	32
2025 Q1	$8.49M	Buy	+137,259	New	+$7.8M	0.3%	26

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Journey Strategic Wealth's GLDM Position: Q1 2026 in Review

Journey Strategic Wealth reduced its SPDR Gold MiniShares Trust (GLDM) stake by 11% in Q1 2026, selling an estimated $2.27M and leaving 187,866 shares worth $17.4M. The position accounts for 0.43% of the portfolio, ranked #23.

Journey Strategic Wealth first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $18M in Q4 2025. 911 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Journey Strategic Wealth held 187,866 shares of SPDR Gold MiniShares Trust worth $17.4M as of Q1 2026.
Journey Strategic Wealth sold 23,508 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $2.27M.
SPDR Gold MiniShares Trust made up 0.43% of Journey Strategic Wealth's portfolio in Q1 2026, its #23 holding.
Journey Strategic Wealth first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
Journey Strategic Wealth's SPDR Gold MiniShares Trust position peaked at $18M in Q4 2025.
911 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.