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MSH Capital Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

MSH Capital 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 		$965K Sell
10,416
-1,842
-15% -$178K 0.2% 113
2025
Q4 		$1.05M Buy
12,258
+547
+5% +$45K 0.22% 112
2025
Q3 		$895K Buy
11,711
+671
+6% +$46K 0.24% 108
2025
Q2 		$723K Buy
11,040
+791
+8% +$51.5K 0.21% 120
2025
Q1 		$634K Sell
10,249
-1,771
-15% -$101K 0.2% 122
2024
Q4 		$625K Buy
+12,020
New +$634K 0.2% 123
2024
Q1 		– Sell
-4,995
Closed -$204K – 217
2023
Q4 		$204K Buy
+4,995
New +$196K 0.08% 203
2023
Q3 		– Sell
-5,260
Closed -$200K – 219
2023
Q2 		$200K Sell
5,260
-15
-0.3% -$589 0.07% 209
2023
Q1 		$206K Sell
5,275
-2,509
-32% -$94.2K 0.09% 188
2022
Q4 		$282K Buy
7,784
+665
+9% +$22.9K 0.13% 158
2022
Q3 		$235K Buy
7,119
+1,467
+26% +$50.3K 0.12% 167
2022
Q2 		$203K Buy
5,652
+221
+4% +$8.22K 0.09% 183
2022
Q1 		$209K Sell
5,431
-319
-6% -$11.9K 0.09% 193
2021
Q4 		$209K Buy
+5,750
New +$205K 0.09% 171

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 $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 $20.1B AUM 26.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSH Capital Advisors's GLDM Position: Q1 2026 in Review

MSH Capital Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 15% in Q1 2026, selling an estimated $178K and leaving 10,416 shares worth $965K. The position accounts for 0.2% of the portfolio, ranked #113.

MSH Capital Advisors first reported a position in GLDM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • MSH Capital Advisors held 10,416 shares of SPDR Gold MiniShares Trust worth $965K as of Q1 2026.
  • MSH Capital Advisors sold 1,842 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $178K.
  • SPDR Gold MiniShares Trust made up 0.2% of MSH Capital Advisors's portfolio in Q1 2026, its #113 holding.
  • MSH Capital Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 14 quarters since.
  • MSH Capital Advisors's SPDR Gold MiniShares Trust position peaked at $1.05M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.