MA
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MCF Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

MCF Advisors’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 		$9.27K Hold
100
– – ﹤0.01% 981
2025
Q4 		$8.54K Buy
+100
New +$8.22K ﹤0.01% 863
2025
Q1 		– Sell
-158
Closed -$8.21K – 960
2024
Q4 		$8.21K Sell
158
-172
-52% -$9.07K ﹤0.01% 693
2024
Q3 		$17.2K Sell
330
-64
-16% -$3.14K ﹤0.01% 573
2024
Q2 		$18.2K Buy
394
+90
+30% +$4.17K ﹤0.01% 558
2024
Q1 		$13.4K Buy
+304
New +$12.5K ﹤0.01% 591
2023
Q4 		– Sell
-560
Closed -$20.5K – 948
2023
Q3 		$20.5K Buy
+560
New +$21.4K ﹤0.01% 482

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Morgan Stanley
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EW
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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