Marks Group Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Marks Group Wealth 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	$246K	Buy	+2,649	New	+$255K	0.02%	318

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

Marks Group Wealth Management's GLDM Position: Q1 2026 in Review

Marks Group Wealth Management opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q1 2026: 2,649 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #318 among its holdings.

905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Marks Group Wealth Management held 2,649 shares of SPDR Gold MiniShares Trust worth $246K as of Q1 2026.
SPDR Gold MiniShares Trust was a new Marks Group Wealth Management position in Q1 2026.
SPDR Gold MiniShares Trust made up 0.02% of Marks Group Wealth Management's portfolio in Q1 2026, its #318 holding.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.