Leading Edge Financial Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Leading Edge Financial Planning’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	$1.7M	Sell	18,390 -1,062	-5%	-$102K	0.36%	20
2025 Q4	$1.66M	Sell	19,452 -2,113	-10%	-$174K	0.38%	20
2025 Q3	$1.65M	Sell	21,565 -3,746	-15%	-$257K	0.41%	20
2025 Q2	$1.66M	Buy	25,311 +1,109	+5%	+$72.2K	0.46%	20
2025 Q1	$1.5M	Sell	24,202 -900	-4%	-$51.1K	0.47%	19
2024 Q4	$1.31M	Sell	25,102 -210	-0.8%	-$11.1K	0.43%	21
2024 Q3	$1.32M	Sell	25,312 -1,921	-7%	-$94.3K	0.44%	23
2024 Q2	$1.26M	Buy	27,233 +1,802	+7%	+$83.5K	0.5%	20
2024 Q1	$1.12M	Buy	25,431 +987	+4%	+$40.6K	0.5%	19
2023 Q4	$1M	Sell	24,444 -453	-2%	-$17.8K	0.52%	22
2023 Q3	$913K	Buy	24,897 +2,132	+9%	+$81.5K	0.58%	26
2023 Q2	$867K	Buy	22,765 +1,785	+9%	+$70.1K	0.57%	26
2023 Q1	$821K	Buy	20,980 +3,453	+20%	+$130K	0.59%	29
2022 Q4	$634K	Buy	+17,527	New	+$602K	0.55%	30

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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 $20.1B AUM 26.26% 1-Year Est. Return

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

Leading Edge Financial Planning's GLDM Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5.5% in Q1 2026, selling an estimated $102K and leaving 18,390 shares worth $1.7M. The position accounts for 0.36% of the portfolio, ranked #20.

Leading Edge Financial Planning first reported a position in GLDM in Q4 2022 and has held it in 14 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Leading Edge Financial Planning held 18,390 shares of SPDR Gold MiniShares Trust worth $1.7M as of Q1 2026.
Leading Edge Financial Planning sold 1,062 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $102K.
SPDR Gold MiniShares Trust made up 0.36% of Leading Edge Financial Planning's portfolio in Q1 2026, its #20 holding.
Leading Edge Financial Planning first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 14 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.