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Kestra Private Wealth Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Kestra Private Wealth 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 		$6.45M Buy
69,573
+11
+0% +$1.06K 0.08% 264
2025
Q4 		$5.94M Buy
69,562
+5,553
+9% +$456K 0.07% 276
2025
Q3 		$4.89M Buy
64,009
+4,036
+7% +$277K 0.06% 307
2025
Q2 		$3.93M Buy
59,973
+16,146
+37% +$1.05M 0.06% 324
2025
Q1 		$2.71M Buy
43,827
+2,018
+5% +$115K 0.05% 380
2024
Q4 		$2.17M Buy
41,809
+4,566
+12% +$241K 0.04% 419
2024
Q3 		$1.94M Buy
37,243
+4,316
+13% +$212K 0.04% 425
2024
Q2 		$1.52M Buy
32,927
+3,311
+11% +$153K 0.03% 459
2024
Q1 		$1.3M Buy
29,616
+15,317
+107% +$629K 0.03% 488
2023
Q4 		$585K Buy
+14,299
New +$561K 0.01% 679
2022
Q1 		– Sell
-13,868
Closed -$504K – 1025
2021
Q4 		$504K Buy
+13,868
New +$495K 0.02% 581
2021
Q2 		– Sell
-11,755
Closed -$400K – 900
2021
Q1 		$400K Sell
11,755
-10,342
-47% -$369K 0.03% 512
2020
Q4 		$833K Sell
22,097
-4,240
-16% -$159K 0.06% 313
2020
Q3 		$990K Buy
+26,337
New +$1M 0.09% 242

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 Private Wealth Services's GLDM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.02% in Q1 2026, buying an estimated $1.06K and bringing the position to 69,573 shares worth $6.45M. The position accounts for 0.08% of the portfolio, ranked #264.

Kestra Private Wealth Services first reported a position in GLDM in Q3 2020 and has held it in 14 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Kestra Private Wealth Services held 69,573 shares of SPDR Gold MiniShares Trust worth $6.45M as of Q1 2026.
  • Kestra Private Wealth Services bought 11 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.06K.
  • SPDR Gold MiniShares Trust made up 0.08% of Kestra Private Wealth Services's portfolio in Q1 2026, its #264 holding.
  • Kestra Private Wealth Services first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 14 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.