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Kaufman Rossin Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Kaufman Rossin 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
2025
Q1 		– Sell
-13,150
Closed -$684K – 152
2024
Q4 		$684K Buy
+13,150
New +$693K 0.7% 20

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kaufman Rossin Wealth's GLDM Position: Q1 2025 in Review

Kaufman Rossin Wealth sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2025, closing a stake of 13,150 shares — an estimated $684K sold.

Kaufman Rossin Wealth first reported a position in GLDM in Q4 2024 and held it in 1 quarter. The position peaked at $684K in Q4 2024. 616 funds tracked by Wall St. Rank hold GLDM as of Q1 2025.

  • Kaufman Rossin Wealth reported no remaining SPDR Gold MiniShares Trust position as of Q1 2025 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 13,150 SPDR Gold MiniShares Trust shares in Q1 2025, an estimated $684K.
  • Kaufman Rossin Wealth first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and held it in 1 quarter.
  • Kaufman Rossin Wealth's SPDR Gold MiniShares Trust position peaked at $684K in Q4 2024.
  • 616 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2025, filed 14 May 2025.