KAS
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Kestra Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Kestra Advisory Services’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 		$15.5M Buy
167,586
+6,467
+4% +$624K 0.06% 331
2025
Q4 		$13.8M Buy
161,119
+8,599
+6% +$707K 0.06% 328
2025
Q3 		$11.7M Buy
152,520
+6,764
+5% +$464K 0.05% 347
2025
Q2 		$9.55M Buy
145,756
+57,829
+66% +$3.76M 0.05% 393
2025
Q1 		$5.44M Buy
87,927
+70,687
+410% +$4.01M 0.03% 548
2024
Q4 		$896K Sell
17,240
-1,190
-6% -$62.7K ﹤0.01% 1480
2024
Q3 		$961K Buy
18,430
+2,094
+13% +$103K 0.01% 1346
2024
Q2 		$753K Buy
16,336
+5,489
+51% +$254K ﹤0.01% 1499
2024
Q1 		$478K Sell
10,847
-20,156
-65% -$828K ﹤0.01% 1697
2023
Q4 		$1.27M Buy
+31,003
New +$1.22M 0.01% 1002
2023
Q2 		– Sell
-5,403
Closed -$211K – 2138
2023
Q1 		$211K Sell
5,403
-1,067
-16% -$40.1K ﹤0.01% 1805
2022
Q4 		$234K Sell
6,470
-9,031
-58% -$310K ﹤0.01% 1922
2022
Q3 		$511K Sell
15,501
-7,819
-34% -$268K 0.01% 1303
2022
Q2 		$837K Buy
23,320
+5,136
+28% +$191K 0.01% 1063
2022
Q1 		$700K Buy
18,184
+9,544
+110% +$356K 0.01% 1111
2021
Q4 		$314K Buy
+8,640
New +$309K ﹤0.01% 1579

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

Kestra Advisory Services's GLDM Position: Q1 2026 in Review

Kestra Advisory Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 4% in Q1 2026, buying an estimated $624K and bringing the position to 167,586 shares worth $15.5M. The position accounts for 0.06% of the portfolio, ranked #331.

Kestra Advisory Services first reported a position in GLDM in Q4 2021 and has held it in 16 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Kestra Advisory Services held 167,586 shares of SPDR Gold MiniShares Trust worth $15.5M as of Q1 2026.
  • Kestra Advisory Services bought 6,467 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $624K.
  • SPDR Gold MiniShares Trust made up 0.06% of Kestra Advisory Services's portfolio in Q1 2026, its #331 holding.
  • Kestra Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 16 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.