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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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 $786B AUM 40.34% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s GLDM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 1,893 shares — an estimated $162K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in GLDM in Q1 2023 and held it in 10 quarters. The position peaked at $162K in Q4 2025. 912 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,893 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $162K.
Laurel Wealth Advisors (North Carolina) first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and held it in 10 quarters.
Laurel Wealth Advisors (North Carolina)'s SPDR Gold MiniShares Trust position peaked at $162K in Q4 2025.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.