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Larson Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Larson Financial Group’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 		$3.11M Buy
33,515
+6,892
+26% +$665K 0.1% 179
2025
Q4 		$2.27M Buy
26,623
+21,647
+435% +$1.78M 0.08% 215
2025
Q3 		$380K Buy
4,976
+2,719
+120% +$186K 0.01% 540
2025
Q2 		$148K Sell
2,257
-980
-30% -$63.8K 0.01% 730
2025
Q1 		$200K Buy
3,237
+662
+26% +$37.6K 0.01% 623
2024
Q4 		$134K Hold
2,575
– – 0.01% 663
2024
Q3 		$134K Hold
2,575
– – 0.01% 668
2024
Q2 		$119K Hold
2,575
– – 0.01% 605
2024
Q1 		$113K Hold
2,575
– – 0.01% 515
2023
Q4 		$105K Buy
2,575
+2
+0.1% +$78 0.01% 474
2023
Q3 		$94.3K Buy
2,573
+6
+0.2% +$229 0.01% 463
2023
Q2 		$97.8K Buy
2,567
+6
+0.2% +$236 0.01% 431
2023
Q1 		$100K Buy
2,561
+6
+0.2% +$225 0.01% 432
2022
Q4 		$92.5K Buy
2,555
+152
+6% +$5.22K 0.01% 413
2022
Q3 		$79K Buy
2,403
+6
+0.3% +$206 0.01% 390
2022
Q2 		$86K Buy
2,397
+6
+0.3% +$223 0.01% 277
2022
Q1 		$92K Buy
2,391
+351
+17% +$13.1K 0.01% 284
2021
Q4 		$74K Buy
2,040
+187
+10% +$6.68K 0.01% 319
2021
Q3 		$65K Sell
1,853
-635
-26% -$22.6K 0.01% 254
2021
Q2 		$88K Sell
2,488
-75
-3% -$2.71K 0.02% 201
2021
Q1 		$87K Buy
+2,563
New +$91.5K 0.03% 182
2020
Q4 		– Sell
-2,249
Closed -$85K – 790
2020
Q3 		$85K Buy
2,249
+1,502
+201% +$57.3K 0.03% 144
2020
Q2 		$27K Buy
747
+3
+0.4% +$103 0.01% 256
2020
Q1 		$23K Buy
+744
New +$23.5K 0.01% 218
2019
Q4 		– Sell
-556
Closed -$16K – 606
2019
Q3 		$16K Buy
+556
New +$16.4K 0.01% 247
2019
Q1 		– Sell
-500
Closed -$13K – 510
2018
Q4 		$13K Buy
+500
New +$12.3K 0.01% 199

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

Larson Financial Group's GLDM Position: Q1 2026 in Review

Larson Financial Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 26% in Q1 2026, buying an estimated $665K and bringing the position to 33,515 shares worth $3.11M. The position accounts for 0.1% of the portfolio, ranked #179.

Larson Financial Group first reported a position in GLDM in Q4 2018 and has held it in 26 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Larson Financial Group held 33,515 shares of SPDR Gold MiniShares Trust worth $3.11M as of Q1 2026.
  • Larson Financial Group bought 6,892 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $665K.
  • SPDR Gold MiniShares Trust made up 0.1% of Larson Financial Group's portfolio in Q1 2026, its #179 holding.
  • Larson Financial Group first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 26 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.