LWANC
GLDM icon

Laurel Wealth Advisors (North Carolina)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-1,893
Closed -$162K – 370
2025
Q4 		$162K Buy
+1,893
New +$156K 0.02% 203
2025
Q2 		– Sell
-2,368
Closed -$147K – 374
2025
Q1 		$147K Hold
2,368
– – 0.02% 200
2024
Q4 		$123K Hold
2,368
– – 0.02% 213
2024
Q3 		$123K Hold
2,368
– – 0.02% 218
2024
Q2 		$109K Hold
2,368
– – 0.02% 219
2024
Q1 		$104K Hold
2,368
– – 0.02% 233
2023
Q4 		$96.9K Hold
2,368
– – 0.02% 228
2023
Q3 		$86.8K Hold
2,368
– – 0.02% 232
2023
Q2 		$90.2K Hold
2,368
– – 0.02% 236
2023
Q1 		$92.6K Buy
+2,368
New +$88.9K 0.02% 233

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 $501B 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 $5.42B 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 $564B AUM 30.12% 1-Year Est. Return