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MidWestOne Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

MidWestOne Financial 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
2025
Q4 		$1.43M Buy
16,754
+5,095
+44% +$419K 0.16% 122
2025
Q3 		$891K Sell
11,659
-14,566
-56% -$998K 0.11% 167
2025
Q2 		$1.72M Buy
26,225
+6,945
+36% +$452K 0.22% 103
2025
Q1 		$1.19M Buy
+19,280
New +$1.1M 0.17% 131

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MidWestOne Financial Group's GLDM Position: Q4 2025 in Review

MidWestOne Financial Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 44% in Q4 2025, buying an estimated $419K and bringing the position to 16,754 shares worth $1.43M. The position accounts for 0.16% of the portfolio, ranked #122.

MidWestOne Financial Group first reported a position in GLDM in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q2 2025. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • MidWestOne Financial Group held 16,754 shares of SPDR Gold MiniShares Trust worth $1.43M as of Q4 2025.
  • MidWestOne Financial Group bought 5,095 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $419K.
  • SPDR Gold MiniShares Trust made up 0.16% of MidWestOne Financial Group's portfolio in Q4 2025, its #122 holding.
  • MidWestOne Financial Group first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 4 quarters since.
  • MidWestOne Financial Group's SPDR Gold MiniShares Trust position peaked at $1.72M in Q2 2025.
  • 873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.