LWM
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Laidlaw Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Laidlaw 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
2025
Q1 		– Sell
-10,135
Closed -$527K – 93
2024
Q4 		$527K Sell
10,135
-103
-1% -$5.43K 0.23% 105
2024
Q3 		$534K Buy
10,238
+226
+2% +$11.1K 0.26% 110
2024
Q2 		$461K Buy
10,012
+338
+3% +$15.7K 0.25% 111
2024
Q1 		$426K Buy
9,674
+926
+11% +$38K 0.24% 115
2023
Q4 		$358K Sell
8,748
-458
-5% -$18K 0.13% 165
2023
Q3 		$337K Buy
+9,206
New +$352K 0.11% 190

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laidlaw Wealth Management's GLDM Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2025, closing a stake of 10,135 shares — an estimated $527K sold.

Laidlaw Wealth Management first reported a position in GLDM in Q3 2023 and held it in 6 quarters. The position peaked at $534K in Q3 2024. 617 funds tracked by Wall St. Rank hold GLDM as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,135 SPDR Gold MiniShares Trust shares in Q1 2025, an estimated $527K.
  • Laidlaw Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2023 and held it in 6 quarters.
  • Laidlaw Wealth Management's SPDR Gold MiniShares Trust position peaked at $534K in Q3 2024.
  • 617 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.