MMPW
GLDM icon

Mitchell McLeod Pugh & Williams’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$1.71M Buy
18,425
+4,921
+36% +$475K 0.25% 81
2025
Q4 		$1.36M Buy
13,504
+727
+6% +$59.8K 0.19% 102
2025
Q3 		$1M Sell
12,777
-1,551
-11% -$106K 0.16% 120
2025
Q2 		$939K Sell
14,328
-229
-2% -$14.9K 0.17% 120
2025
Q1 		$901K Hold
14,557
– – 0.19% 114
2024
Q4 		$757K Buy
14,557
+872
+6% +$46K 0.16% 128
2024
Q3 		$713K Hold
13,685
– – 0.15% 138
2024
Q2 		$631K Hold
13,685
– – 0.14% 140
2024
Q1 		$603K Buy
13,685
+1,551
+13% +$63.7K 0.15% 150
2023
Q4 		$496K Sell
12,134
-715
-6% -$28K 0.13% 153
2023
Q3 		$471K Sell
12,849
-77
-0.6% -$2.94K 0.14% 154
2023
Q2 		$492K Sell
12,926
-2,649
-17% -$104K 0.14% 148
2023
Q1 		$609K Hold
15,575
– – 0.19% 126
2022
Q4 		$564K Buy
15,575
+6,720
+76% +$231K 0.19% 131
2022
Q3 		$292K Buy
+8,855
New +$304K 0.11% 179

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
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