Leo Wealth LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Leo Wealth LLC’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	$2.95M	Sell	31,816 -565	-2%	-$54.5K	0.21%	90
2025 Q4	$2.76M	Buy	32,381 +3,968	+14%	+$326K	0.2%	89
2025 Q3	$2.17M	Sell	28,413 -2,432	-8%	-$167K	0.28%	69
2025 Q2	$2.02M	Buy	30,845 +1,937	+7%	+$126K	0.16%	118
2025 Q1	$1.79M	Sell	28,908 -5,812	-17%	-$330K	0.26%	74
2024 Q4	$1.81M	Buy	34,720 +3,651	+12%	+$193K	0.16%	109
2024 Q3	$1.62M	Buy	31,069 +1,406	+5%	+$69K	0.15%	109
2024 Q2	$1.37M	Buy	29,663 +255	+0.9%	+$11.8K	0.14%	116
2024 Q1	$1.3M	Buy	29,408 +1,422	+5%	+$58.4K	0.13%	122
2023 Q4	$1.15M	Buy	+27,986	New	+$1.1M	0.12%	131

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 $3.37T AUM 44.26% 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

Leo Wealth LLC's GLDM Position: Q1 2026 in Review

Leo Wealth LLC reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.7% in Q1 2026, selling an estimated $54.5K and leaving 31,816 shares worth $2.95M. The position accounts for 0.21% of the portfolio, ranked #90.

Leo Wealth LLC first reported a position in GLDM in Q4 2023 and has held it in 10 quarters since. 910 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Leo Wealth LLC held 31,816 shares of SPDR Gold MiniShares Trust worth $2.95M as of Q1 2026.
Leo Wealth LLC sold 565 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $54.5K.
SPDR Gold MiniShares Trust made up 0.21% of Leo Wealth LLC's portfolio in Q1 2026, its #90 holding.
Leo Wealth LLC first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 10 quarters since.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.