LPAM
GLDM icon

Lodestar Private Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Lodestar Private Asset Management’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 		$8.14M Sell
87,822
-3,391
-4% -$327K 0.8% 36
2025
Q4 		$7.79M Buy
91,213
+622
+0.7% +$51.1K 0.78% 37
2025
Q3 		$6.93M Buy
90,591
+7,422
+9% +$509K 0.72% 38
2025
Q2 		$5.45M Buy
83,169
+2,385
+3% +$155K 0.63% 44
2025
Q1 		$5M Buy
80,784
+3,051
+4% +$173K 0.63% 42
2024
Q4 		$4.04M Buy
77,733
+4,097
+6% +$216K 0.51% 48
2024
Q3 		$3.84M Buy
73,636
+4,573
+7% +$225K 0.49% 50
2024
Q2 		$3.18M Buy
69,063
+1,613
+2% +$74.7K 0.44% 55
2024
Q1 		$2.97M Buy
67,450
+932
+1% +$38.3K 0.42% 56
2023
Q4 		$2.72M Sell
66,518
-438
-0.7% -$17.2K 0.42% 56
2023
Q3 		$2.45M Buy
66,956
+3,353
+5% +$128K 0.42% 57
2023
Q2 		$2.42M Buy
63,603
+1,803
+3% +$70.8K 0.41% 58
2023
Q1 		$2.42M Buy
61,800
+5,321
+9% +$200K 0.43% 56
2022
Q4 		$2.04M Buy
+56,479
New +$1.94M 0.39% 57

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 $501B 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 $5.42B 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 $564B AUM 30.12% 1-Year Est. Return