Merkkuri Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Merkkuri Wealth 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	$1.65M	Sell	17,799 -6,233	-26%	-$601K	1.09%	26
2025 Q4	$2.05M	Buy	24,032 +803	+3%	+$66K	1.4%	24
2025 Q3	$1.78M	Buy	23,229 +4,743	+26%	+$325K	1.29%	28
2025 Q2	$1.21M	Sell	18,486 -2,559	-12%	-$167K	0.92%	35
2025 Q1	$1.3M	Buy	21,045 +2,038	+11%	+$116K	1.12%	31
2024 Q4	$988K	Buy	19,007 +2,975	+19%	+$157K	0.78%	35
2024 Q3	$836K	Buy	16,032 +1,806	+13%	+$88.7K	0.66%	38
2024 Q2	$656K	Buy	+14,226	New	+$659K	0.6%	41

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

Merkkuri Wealth Advisors's GLDM Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 26% in Q1 2026, selling an estimated $601K and leaving 17,799 shares worth $1.65M. The position accounts for 1.09% of the portfolio, ranked #26.

Merkkuri Wealth Advisors first reported a position in GLDM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.05M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Merkkuri Wealth Advisors held 17,799 shares of SPDR Gold MiniShares Trust worth $1.65M as of Q1 2026.
Merkkuri Wealth Advisors sold 6,233 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $601K.
SPDR Gold MiniShares Trust made up 1.09% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #26 holding.
Merkkuri Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $2.05M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

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