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

Modern 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	$10.6M	Buy	112,332 +108,466	+2,806%	+$10.5M	0.18%	131
2025 Q4	$330K	Sell	3,866 -3,513	-48%	-$289K	0.01%	658
2025 Q3	$564K	Buy	7,379 +894	+14%	+$61.3K	0.01%	482
2025 Q2	$425K	Buy	6,485 +2,681	+70%	+$174K	0.01%	520
2025 Q1	$235K	Sell	3,804 -146	-4%	-$8.29K	0.01%	599
2024 Q4	$205K	Sell	3,950 -3,776	-49%	-$199K	0.01%	548
2024 Q3	$403K	Buy	7,726 +1,011	+15%	+$49.6K	0.02%	284
2024 Q2	$309K	Buy	+6,715	New	+$311K	0.02%	304

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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 $20.1B AUM 26.26% 1-Year Est. Return

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

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

Modern Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 2,806% in Q1 2026, buying an estimated $10.5M and bringing the position to 112,332 shares worth $10.6M. The position accounts for 0.18% of the portfolio, ranked #131.

Modern Wealth Management first reported a position in GLDM in Q2 2024 and has held it in 8 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Modern Wealth Management held 112,332 shares of SPDR Gold MiniShares Trust worth $10.6M as of Q1 2026.
Modern Wealth Management bought 108,466 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $10.5M.
SPDR Gold MiniShares Trust made up 0.18% of Modern Wealth Management's portfolio in Q1 2026, its #131 holding.
Modern Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 8 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.