MDA
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Minot DeBlois Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Minot DeBlois 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 		$6.95K Sell
75
-75
-50% -$7.23K 0.01% 147
2025
Q4 		$12.8K Hold
150
– – 0.01% 118
2025
Q3 		$11.5K Hold
150
– – 0.01% 146
2025
Q2 		$9.83K Hold
150
– – 0.01% 157
2025
Q1 		$9.28K Sell
150
-138
-48% -$7.84K 0.01% 158
2024
Q4 		$15K Buy
+288
New +$15.2K 0.01% 183

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Morgan Stanley
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EW
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Bank of America
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Empower Advisory Group
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State Street
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CCWM
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RAM
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return