MGIA
GLDM icon

Moneta Group Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Moneta Group Investment 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 		$246K Sell
2,651
-24
-0.9% -$2.31K ﹤0.01% 700
2025
Q4 		$228K Sell
2,675
-23
-0.9% -$1.89K ﹤0.01% 727
2025
Q3 		$206K Buy
+2,698
New +$185K ﹤0.01% 751

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 $530B 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 $5.57B 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 $21.3B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moneta Group Investment Advisors's GLDM Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.9% in Q1 2026, selling an estimated $2.31K and leaving 2,651 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Moneta Group Investment Advisors first reported a position in GLDM in Q3 2025 and has held it in 3 quarters since. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Moneta Group Investment Advisors held 2,651 shares of SPDR Gold MiniShares Trust worth $246K as of Q1 2026.
  • Moneta Group Investment Advisors sold 24 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $2.31K.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #700 holding.
  • Moneta Group Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 3 quarters since.
  • 906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.