LCWP
GLDM icon

Legacy Capital Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Legacy Capital Wealth Partners’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 		$3.61M Sell
38,898
-52
-0.1% -$5.01K 0.74% 22
2025
Q4 		$3.33M Buy
38,950
+2,525
+7% +$208K 0.71% 23
2025
Q3 		$2.78M Buy
36,425
+3,503
+11% +$240K 0.61% 28
2025
Q2 		$2.16M Buy
32,922
+153
+0.5% +$9.96K 0.49% 34
2025
Q1 		$2.03M Buy
32,769
+201
+0.6% +$11.4K 0.5% 29
2024
Q4 		$1.69M Buy
32,568
+802
+3% +$42.3K 0.42% 40
2024
Q3 		$1.66M Buy
+31,766
New +$1.56M 0.33% 58
2024
Q1 		– Sell
-29,895
Closed -$1.22M – 200
2023
Q4 		$1.22M Buy
29,895
+2,066
+7% +$81K 0.35% 63
2023
Q3 		$1.02M Buy
+27,829
New +$1.06M 0.28% 74
2023
Q2 		– Sell
-25,863
Closed -$1.01M – 115
2023
Q1 		$1.01M Buy
+25,863
New +$971K 0.28% 78

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 $530B 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 $5.57B 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 $666B AUM 30.12% 1-Year Est. Return