Middleton & Co’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Middleton & Co’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	$848K	Hold	9,151	–	–	0.1%	101
2025 Q4	$781K	Hold	9,151	–	–	0.08%	100
2025 Q3	$700K	Hold	9,151	–	–	0.08%	106
2025 Q2	$600K	Hold	9,151	–	–	0.07%	108
2025 Q1	$566K	Hold	9,151	–	–	0.07%	107
2024 Q4	$476K	Hold	9,151	–	–	0.05%	111
2024 Q3	$477K	Hold	9,151	–	–	0.05%	115
2024 Q2	$422K	Hold	9,151	–	–	0.05%	117
2024 Q1	$403K	Buy	+9,151	New	+$376K	0.05%	126

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $21.3B AUM 36.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Middleton & Co's GLDM Position: Q1 2026 in Review

Middleton & Co held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2026 at 9,151 shares worth $848K. The position accounts for 0.1% of the portfolio, ranked #101.

Middleton & Co first reported a position in GLDM in Q1 2024 and has held it in 9 quarters since. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Middleton & Co held 9,151 shares of SPDR Gold MiniShares Trust worth $848K as of Q1 2026.
Middleton & Co left its SPDR Gold MiniShares Trust share count unchanged in Q1 2026.
SPDR Gold MiniShares Trust made up 0.1% of Middleton & Co's portfolio in Q1 2026, its #101 holding.
Middleton & Co first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 9 quarters since.
906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.