Latitude Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Latitude Advisors’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	–	Sell	-7,582	Closed	-$647K	–	222
2025 Q4	$647K	Buy	+7,582	New	+$623K	0.28%	86
2022 Q3	–	Sell	-9,313	Closed	-$334K	–	153
2022 Q2	$334K	Sell	9,313 -14,777	-61%	-$550K	0.31%	90
2022 Q1	$927K	Buy	24,090 +2,234	+10%	+$83.4K	0.21%	102
2021 Q4	$795K	Buy	+21,856	New	+$781K	0.22%	98
2021 Q2	–	Sell	-13,183	Closed	-$448K	–	171
2021 Q1	$448K	Buy	13,183 +3,567	+37%	+$127K	0.37%	58
2020 Q4	$364K	Buy	+9,616	New	+$359K	0.32%	78

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $21.3B AUM 36.92% 1-Year Est. Return

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

Latitude Advisors's GLDM Position: Q1 2026 in Review

Latitude Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 7,582 shares — an estimated $647K sold.

Latitude Advisors first reported a position in GLDM in Q4 2020 and held it in 6 quarters. The position peaked at $927K in Q1 2022. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Latitude Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
Latitude Advisors sold 7,582 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $647K.
Latitude Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and held it in 6 quarters.
Latitude Advisors's SPDR Gold MiniShares Trust position peaked at $927K in Q1 2022.
906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.