KWM
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Kingsview Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Kingsview Wealth Management’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 		$2.07M Sell
22,339
-283
-1% -$27.3K 0.03% 503
2025
Q4 		$1.93M Sell
22,622
-6,912
-23% -$568K 0.03% 479
2025
Q3 		$2.26M Buy
29,534
+3,028
+11% +$208K 0.03% 434
2025
Q2 		$1.74M Buy
26,506
+13,596
+105% +$885K 0.03% 458
2025
Q1 		$799K Sell
12,910
-1,110
-8% -$63K 0.02% 603
2024
Q4 		$729K Sell
14,020
-489
-3% -$25.8K 0.01% 634
2024
Q3 		$756K Sell
14,509
-497
-3% -$24.4K 0.02% 601
2024
Q2 		$692K Sell
15,006
-817
-5% -$37.9K 0.02% 595
2024
Q1 		$697K Sell
15,823
-131
-0.8% -$5.38K 0.02% 593
2023
Q4 		$653K Buy
+15,954
New +$626K 0.02% 584
2022
Q3 		– Sell
-41,326
Closed -$1.48M – 843
2022
Q2 		$1.48M Sell
41,326
-184
-0.4% -$6.84K 0.07% 272
2022
Q1 		$1.6M Sell
41,510
-286
-0.7% -$10.7K 0.07% 282
2021
Q4 		$1.52M Sell
41,796
-808
-2% -$28.9K 0.06% 292
2021
Q3 		$1.49M Buy
42,604
+1,440
+3% +$51.3K 0.07% 280
2021
Q2 		$1.45M Buy
41,164
+2,443
+6% +$88.2K 0.07% 290
2021
Q1 		$1.33M Sell
38,721
-27,529
-42% -$983K 0.08% 269
2020
Q4 		$2.51M Buy
66,250
+409
+0.6% +$15.3K 0.18% 130
2020
Q3 		$2.48M Buy
65,841
+505
+0.8% +$19.3K 0.22% 112
2020
Q2 		$2.32M Buy
+65,336
New +$2.23M 0.23% 106
2019
Q4 		– Sell
-15,581
Closed -$458K – 504
2019
Q3 		$458K Sell
15,581
-3,328
-18% -$97.9K 0.07% 270
2019
Q2 		$533K Buy
+18,909
New +$494K 0.09% 238

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

Kingsview Wealth Management's GLDM Position: Q1 2026 in Review

Kingsview Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.3% in Q1 2026, selling an estimated $27.3K and leaving 22,339 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #503.

Kingsview Wealth Management first reported a position in GLDM in Q2 2019 and has held it in 21 quarters since. The position peaked at $2.51M in Q4 2020. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Kingsview Wealth Management held 22,339 shares of SPDR Gold MiniShares Trust worth $2.07M as of Q1 2026.
  • Kingsview Wealth Management sold 283 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $27.3K.
  • SPDR Gold MiniShares Trust made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #503 holding.
  • Kingsview Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2019 and has held it in 21 quarters since.
  • Kingsview Wealth Management's SPDR Gold MiniShares Trust position peaked at $2.51M in Q4 2020.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.