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L.J. Altfest & Co’s SPDR Gold MiniShares Trust GLDM Stock Holding History

L.J. Altfest & Co’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 		$2.93M Sell
31,621
-177,517
-85% -$17.1M 0.31% 64
2025
Q4 		$17.9M Buy
209,138
+1,750
+0.8% +$144K 1.95% 12
2025
Q3 		$15.9M Buy
207,388
+12,305
+6% +$843K 1.77% 14
2025
Q2 		$12.8M Buy
+195,083
New +$12.7M 1.51% 16

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

L.J. Altfest & Co's GLDM Position: Q1 2026 in Review

L.J. Altfest & Co reduced its SPDR Gold MiniShares Trust (GLDM) stake by 85% in Q1 2026, selling an estimated $17.1M and leaving 31,621 shares worth $2.93M. The position accounts for 0.31% of the portfolio, ranked #64.

L.J. Altfest & Co first reported a position in GLDM in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.9M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • L.J. Altfest & Co held 31,621 shares of SPDR Gold MiniShares Trust worth $2.93M as of Q1 2026.
  • L.J. Altfest & Co sold 177,517 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $17.1M.
  • SPDR Gold MiniShares Trust made up 0.31% of L.J. Altfest & Co's portfolio in Q1 2026, its #64 holding.
  • L.J. Altfest & Co first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 4 quarters since.
  • L.J. Altfest & Co's SPDR Gold MiniShares Trust position peaked at $17.9M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.