MWM
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Modera Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Modera Wealth Management’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 		– Sell
-8,106
Closed -$692K – 647
2025
Q4 		$692K Buy
8,106
+315
+4% +$25.9K 0.01% 394
2025
Q3 		$596K Hold
7,791
– – 0.01% 425
2025
Q2 		$510K Buy
+7,791
New +$507K 0.01% 442

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Modera Wealth Management's GLDM Position: Q1 2026 in Review

Modera Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 8,106 shares — an estimated $692K sold.

Modera Wealth Management first reported a position in GLDM in Q2 2025 and held it in 3 quarters. The position peaked at $692K in Q4 2025. 912 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Modera Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 8,106 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $692K.
  • Modera Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and held it in 3 quarters.
  • Modera Wealth Management's SPDR Gold MiniShares Trust position peaked at $692K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.