Lee Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Lee Financial’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	$391K	Hold	4,220	–	–	0.06%	113
2025 Q4	$360K	Sell	4,220 -768	-15%	-$63.1K	0.05%	112
2025 Q3	$381K	Sell	4,988 -1,200	-19%	-$82.2K	0.05%	129
2025 Q2	$405K	Hold	6,188	–	–	0.06%	105
2025 Q1	$383K	Hold	6,188	–	–	0.06%	111
2024 Q4	$322K	Hold	6,188	–	–	0.05%	141
2024 Q3	$323K	Hold	6,188	–	–	0.05%	142
2024 Q2	$285K	Hold	6,188	–	–	0.05%	122
2024 Q1	$273K	Hold	6,188	–	–	0.05%	126
2023 Q4	$253K	Hold	6,188	–	–	0.04%	125
2023 Q3	$227K	Hold	6,188	–	–	0.04%	124
2023 Q2	$236K	Hold	6,188	–	–	0.04%	122
2023 Q1	$242K	Buy	+6,188	New	+$232K	0.04%	117
2022 Q4	–	Sell	-6,188	Closed	-$204K	–	956
2022 Q3	$204K	Hold	6,188	–	–	0.04%	143
2022 Q2	$222K	Buy	+6,188	New	+$230K	0.04%	137

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

Lee Financial's GLDM Position: Q1 2026 in Review

Lee Financial held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2026 at 4,220 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #113.

Lee Financial first reported a position in GLDM in Q2 2022 and has held it in 15 quarters since. The position peaked at $405K in Q2 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Lee Financial held 4,220 shares of SPDR Gold MiniShares Trust worth $391K as of Q1 2026.
Lee Financial left its SPDR Gold MiniShares Trust share count unchanged in Q1 2026.
SPDR Gold MiniShares Trust made up 0.06% of Lee Financial's portfolio in Q1 2026, its #113 holding.
Lee Financial first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 15 quarters since.
Lee Financial's SPDR Gold MiniShares Trust position peaked at $405K in Q2 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.