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Morton Brown Family Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Morton Brown Family Wealth’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
2025
Q3 		– Sell
-1
Closed -$66 – 291
2025
Q2 		$66 Hold
1
– – ﹤0.01% 311
2025
Q1 		$62 Buy
+1
New +$57 ﹤0.01% 315

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morton Brown Family Wealth's GLDM Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2025, closing a stake of 1 share — an estimated $66 sold.

Morton Brown Family Wealth first reported a position in GLDM in Q1 2025 and held it in 2 quarters. The position peaked at $66 in Q2 2025. 752 funds tracked by Wall St. Rank hold GLDM as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining SPDR Gold MiniShares Trust position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1 SPDR Gold MiniShares Trust share in Q3 2025, an estimated $66.
  • Morton Brown Family Wealth first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and held it in 2 quarters.
  • Morton Brown Family Wealth's SPDR Gold MiniShares Trust position peaked at $66 in Q2 2025.
  • 752 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.