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Mark Sheptoff Financial Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mark Sheptoff Financial Planning’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 		$26.5K Hold
294
– – 0.01% 241
2025
Q4 		$25.1K Hold
294
– – 0.01% 254
2025
Q3 		$22.5K Buy
+294
New +$20.1K 0.01% 265

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

Mark Sheptoff Financial Planning's GLDM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2026 at 294 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #241.

Mark Sheptoff Financial Planning first reported a position in GLDM in Q3 2025 and has held it in 3 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Mark Sheptoff Financial Planning held 294 shares of SPDR Gold MiniShares Trust worth $26.5K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its SPDR Gold MiniShares Trust share count unchanged in Q1 2026.
  • SPDR Gold MiniShares Trust made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #241 holding.
  • Mark Sheptoff Financial Planning first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 3 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.