Lido Advisors
GLDM icon

Lido Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Lido Advisors’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 		$7.21M Sell
77,825
-16,685
-18% -$1.61M 0.02% 383
2025
Q4 		$7.82M Sell
94,510
-12,685
-12% -$1.04M 0.02% 361
2025
Q3 		$8.2M Buy
107,195
+54,423
+103% +$3.73M 0.03% 339
2025
Q2 		$3.46M Buy
52,772
+46,059
+686% +$3M 0.01% 453
2025
Q1 		$415K Buy
6,713
+2,793
+71% +$159K ﹤0.01% 1077
2024
Q4 		$204K Sell
3,920
-77
-2% -$4.06K ﹤0.01% 1374
2024
Q3 		$208K Sell
3,997
-468
-10% -$23K ﹤0.01% 1323
2024
Q2 		$206K Sell
4,465
-892
-17% -$41.3K ﹤0.01% 1276
2024
Q1 		$236K Sell
5,357
-2,332
-30% -$95.8K ﹤0.01% 1201
2023
Q4 		$315K Sell
7,689
-941
-11% -$36.9K ﹤0.01% 1017
2023
Q3 		$316K Buy
8,630
+34
+0.4% +$1.3K ﹤0.01% 898
2023
Q2 		$327K Buy
8,596
+409
+5% +$16.1K ﹤0.01% 886
2023
Q1 		$320K Buy
8,187
+146
+2% +$5.48K ﹤0.01% 850
2022
Q4 		$291K Sell
8,041
-1,255
-14% -$43.1K ﹤0.01% 796
2022
Q3 		$306K Buy
9,296
+438
+5% +$15K ﹤0.01% 743
2022
Q2 		$317K Sell
8,858
-1,034
-10% -$38.5K ﹤0.01% 716
2022
Q1 		$380K Buy
9,892
+2,937
+42% +$110K ﹤0.01% 718
2021
Q4 		$252K Buy
6,955
+1,236
+22% +$44.1K ﹤0.01% 874
2021
Q3 		$199K Buy
+5,719
New +$204K ﹤0.01% 925

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

Lido Advisors's GLDM Position: Q1 2026 in Review

Lido Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 18% in Q1 2026, selling an estimated $1.61M and leaving 77,825 shares worth $7.21M. The position accounts for 0.02% of the portfolio, ranked #383.

Lido Advisors first reported a position in GLDM in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.2M in Q3 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Lido Advisors held 77,825 shares of SPDR Gold MiniShares Trust worth $7.21M as of Q1 2026.
  • Lido Advisors sold 16,685 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.61M.
  • SPDR Gold MiniShares Trust made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #383 holding.
  • Lido Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2021 and has held it in 19 quarters since.
  • Lido Advisors's SPDR Gold MiniShares Trust position peaked at $8.2M in Q3 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.