Mather Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mather Group’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	$721K	Hold	7,780	–	–	0.01%	405
2025 Q4	$664K	Sell	7,780 -939	-11%	-$77.2K	0.01%	354
2025 Q3	$667K	Buy	8,719 +76	+0.9%	+$5.21K	0.01%	353
2025 Q2	$566K	Buy	8,643 +898	+12%	+$58.4K	0.01%	370
2025 Q1	$479K	Sell	7,745 -24	-0.3%	-$1.36K	0.01%	388
2024 Q4	$404K	Buy	7,769 +575	+8%	+$30.3K	0.01%	401
2024 Q3	$375K	Sell	7,194 -7,340	-51%	-$360K	﹤0.01%	420
2024 Q2	$640K	Buy	14,534 +8,002	+123%	+$371K	0.01%	364
2024 Q1	$267K	Sell	6,532 -930	-12%	-$38.2K	﹤0.01%	463
2023 Q4	$305K	Sell	7,462 -4,545	-38%	-$178K	﹤0.01%	449
2023 Q3	$440K	Sell	12,007 -3,355	-22%	-$128K	0.01%	353
2023 Q2	$585K	Buy	+15,362	New	+$603K	0.01%	318
2022 Q4	–	Sell	-6,881	Closed	-$227K	–	491
2022 Q3	$227K	Buy	+6,881	New	+$236K	﹤0.01%	428
2022 Q2	–	Sell	-26,746	Closed	-$1.03M	–	423
2022 Q1	$1.03M	Buy	+26,746	New	+$999K	0.02%	167

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

Mather Group's GLDM Position: Q1 2026 in Review

Mather Group held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2026 at 7,780 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #405.

Mather Group first reported a position in GLDM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q1 2022. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Mather Group held 7,780 shares of SPDR Gold MiniShares Trust worth $721K as of Q1 2026.
Mather Group left its SPDR Gold MiniShares Trust share count unchanged in Q1 2026.
SPDR Gold MiniShares Trust made up 0.01% of Mather Group's portfolio in Q1 2026, its #405 holding.
Mather Group first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and has held it in 14 quarters since.
Mather Group's SPDR Gold MiniShares Trust position peaked at $1.03M in Q1 2022.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.