Moser Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Moser Wealth 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
2025 Q2	$3.47K	Buy	+53	New	+$3.45K	﹤0.01%	174

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Moser Wealth Advisors's GLDM Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2025: 53 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #174 among its holdings.

701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

Moser Wealth Advisors held 53 shares of SPDR Gold MiniShares Trust worth $3.47K as of Q2 2025.
SPDR Gold MiniShares Trust was a new Moser Wealth Advisors position in Q2 2025.
SPDR Gold MiniShares Trust made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #174 holding.
701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.