Magnolia Private Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Magnolia Private Wealth’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	$3.46M	Buy	146,357 +116,009	+382%	+$11.2M	2.31%	10
2025 Q4	$2.59M	Sell	30,348 -18,317	-38%	-$1.51M	1.81%	14
2025 Q3	$2.19M	Buy	48,665 +22,203	+84%	+$1.52M	1.61%	16
2025 Q2	$1.73M	Buy	26,462 +8,961	+51%	+$583K	1.34%	22
2025 Q1	$1.08M	Sell	17,501 -417	-2%	-$23.7K	0.89%	28
2024 Q4	$932K	Buy	+17,918	New	+$945K	0.8%	32

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

Magnolia Private Wealth's GLDM Position: Q1 2026 in Review

Magnolia Private Wealth increased its SPDR Gold MiniShares Trust (GLDM) stake by 382% in Q1 2026, buying an estimated $11.2M and bringing the position to 146,357 shares worth $3.46M. The position accounts for 2.31% of the portfolio, ranked #10.

Magnolia Private Wealth first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Magnolia Private Wealth held 146,357 shares of SPDR Gold MiniShares Trust worth $3.46M as of Q1 2026.
Magnolia Private Wealth bought 116,009 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $11.2M.
SPDR Gold MiniShares Trust made up 2.31% of Magnolia Private Wealth's portfolio in Q1 2026, its #10 holding.
Magnolia Private Wealth first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.