MONECO Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

MONECO 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	$5.72M	Buy	61,738 +6,700	+12%	+$646K	0.44%	46
2025 Q4	$4.7M	Buy	55,038 +401	+0.7%	+$33K	0.37%	54
2025 Q3	$4.18M	Buy	54,637 +4,249	+8%	+$291K	0.35%	59
2025 Q2	$3.3M	Buy	50,388 +1,913	+4%	+$124K	0.31%	66
2025 Q1	$3M	Buy	48,475 +4,981	+11%	+$283K	0.31%	74
2024 Q4	$2.26M	Buy	43,494 +38,039	+697%	+$2.01M	0.24%	97
2024 Q3	$284K	Buy	5,455 +208	+4%	+$10.2K	0.04%	352
2024 Q2	$242K	Buy	+5,247	New	+$243K	0.04%	367
2023 Q4	–	Sell	-6,997	Closed	-$257K	–	383
2023 Q3	$257K	Buy	+6,997	New	+$267K	0.07%	278

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

MONECO Advisors's GLDM Position: Q1 2026 in Review

MONECO Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q1 2026, buying an estimated $646K and bringing the position to 61,738 shares worth $5.72M. The position accounts for 0.44% of the portfolio, ranked #46.

MONECO Advisors first reported a position in GLDM in Q3 2023 and has held it in 9 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

MONECO Advisors held 61,738 shares of SPDR Gold MiniShares Trust worth $5.72M as of Q1 2026.
MONECO Advisors bought 6,700 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $646K.
SPDR Gold MiniShares Trust made up 0.44% of MONECO Advisors's portfolio in Q1 2026, its #46 holding.
MONECO Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2023 and has held it in 9 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.