MCC
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Money Concepts Capital’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Money Concepts Capital’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
-79,945
Closed -$6.82M – 584
2025
Q4 		$6.82M Buy
+79,945
New +$6.57M 0.38% 52
2025
Q3 		– Sell
-84,972
Closed -$5.57M – 479
2025
Q2 		$5.57M Sell
84,972
-10,882
-11% -$708K 0.37% 56
2025
Q1 		$5.93M Sell
95,854
-2,660
-3% -$151K 0.44% 56
2024
Q4 		$5.12M Sell
98,514
-4,002
-4% -$211K 0.38% 58
2024
Q3 		$5.34M Buy
102,516
+852
+0.8% +$41.8K 0.41% 58
2024
Q2 		$4.69M Sell
101,664
-75,687
-43% -$3.51M 0.39% 60
2024
Q1 		$7.81M Buy
177,351
+130,446
+278% +$5.36M 0.72% 34
2023
Q4 		$1.92M Buy
+46,905
New +$1.84M 0.18% 139
2023
Q1 		– Sell
-1,689
Closed -$61.1K – 1463
2022
Q4 		$61.1K Sell
1,689
-236
-12% -$8.11K ﹤0.01% 1172
2022
Q3 		$63K Sell
1,925
-2,315
-55% -$79.4K ﹤0.01% 671
2022
Q2 		$152K Buy
+4,240
New +$158K 0.01% 468

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