Key Financial Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Key Financial Inc’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	$199K	Hold	2,147	–	–	0.04%	294
2025 Q4	$183K	Buy	2,147 +1,310	+157%	+$108K	0.03%	300
2025 Q3	$64.1K	Hold	837	–	–	0.01%	469
2025 Q2	$54.8K	Hold	837	–	–	0.01%	472
2025 Q1	$51.8K	Hold	837	–	–	0.01%	476
2024 Q4	$43.5K	Hold	837	–	–	0.01%	501
2024 Q3	$43.6K	Hold	837	–	–	0.01%	499
2024 Q2	$38.6K	Hold	837	–	–	0.01%	511
2024 Q1	$36.9K	Hold	837	–	–	0.01%	488
2023 Q4	$34.2K	Hold	837	–	–	0.01%	489
2023 Q3	$30.7K	Hold	837	–	–	0.01%	484
2023 Q2	$31.9K	Hold	837	–	–	0.01%	481
2023 Q1	$32.7K	Hold	837	–	–	0.01%	454
2022 Q4	$27.6K	Hold	837	–	–	0.01%	443
2022 Q3	$28K	Hold	837	–	–	0.01%	446
2022 Q2	$30K	Buy	+837	New	+$31.1K	0.02%	436

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Financial Inc's GLDM Position: Q1 2026 in Review

Key Financial Inc held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2026 at 2,147 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #294.

Key Financial Inc first reported a position in GLDM in Q2 2022 and has held it in 16 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Key Financial Inc held 2,147 shares of SPDR Gold MiniShares Trust worth $199K as of Q1 2026.
Key Financial Inc left its SPDR Gold MiniShares Trust share count unchanged in Q1 2026.
SPDR Gold MiniShares Trust made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #294 holding.
Key Financial Inc first reported a position in SPDR Gold MiniShares Trust in Q2 2022 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 Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.