MA
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Mutual Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mutual 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 		$3.83M Sell
41,316
-929
-2% -$89.6K 0.08% 235
2025
Q4 		$3.61M Buy
42,245
+3,317
+9% +$273K 0.08% 242
2025
Q3 		$3.17M Buy
38,928
+22,430
+136% +$1.54M 0.07% 261
2025
Q2 		$1.09M Buy
16,498
+1,279
+8% +$83.2K 0.03% 473
2025
Q1 		$996K Buy
15,219
+1,709
+13% +$97.1K 0.03% 446
2024
Q4 		$727K Buy
13,510
+2,914
+28% +$154K 0.02% 584
2024
Q3 		$574K Buy
10,596
+918
+9% +$45.1K 0.02% 657
2024
Q2 		$457K Buy
9,678
+1,252
+15% +$58K 0.01% 739
2024
Q1 		$371K Sell
8,426
-6,699
-44% -$275K 0.01% 796
2023
Q4 		$619K Buy
15,125
+7,087
+88% +$278K 0.02% 600
2023
Q3 		$295K Sell
8,038
-191
-2% -$7.3K 0.01% 784
2023
Q2 		$313K Buy
8,229
+2,024
+33% +$79.5K 0.01% 797
2023
Q1 		$243K Buy
6,205
+98
+2% +$3.68K 0.01% 847
2022
Q4 		$221K Buy
+6,107
New +$210K 0.01% 843
2022
Q3 		– Sell
-5,973
Closed -$214K – 903
2022
Q2 		$214K Buy
5,973
+91
+2% +$3.38K 0.01% 777
2022
Q1 		$226K Buy
5,882
+360
+7% +$13.4K 0.01% 796
2021
Q4 		$201K Sell
5,522
-867
-14% -$31K 0.01% 855
2021
Q3 		$223K Sell
6,389
-193
-3% -$6.87K 0.01% 791
2021
Q2 		$232K Sell
6,582
-224
-3% -$8.09K 0.01% 754
2021
Q1 		$231K Sell
6,806
-76
-1% -$2.71K 0.02% 690
2020
Q4 		$261K Buy
6,882
+111
+2% +$4.15K 0.02% 629
2020
Q3 		$255K Sell
6,771
-2,247
-25% -$85.7K 0.02% 577
2020
Q2 		$320K Buy
9,018
+544
+6% +$18.6K 0.03% 493
2020
Q1 		$266K Buy
+8,474
New +$267K 0.04% 426
2019
Q1 		– Sell
-5,887
Closed -$151K – 486
2018
Q4 		$151K Buy
+5,887
New +$145K 0.03% 412

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

Mutual Advisors's GLDM Position: Q1 2026 in Review

Mutual Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.2% in Q1 2026, selling an estimated $89.6K and leaving 41,316 shares worth $3.83M. The position accounts for 0.08% of the portfolio, ranked #235.

Mutual Advisors first reported a position in GLDM in Q4 2018 and has held it in 25 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Mutual Advisors held 41,316 shares of SPDR Gold MiniShares Trust worth $3.83M as of Q1 2026.
  • Mutual Advisors sold 929 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $89.6K.
  • SPDR Gold MiniShares Trust made up 0.08% of Mutual Advisors's portfolio in Q1 2026, its #235 holding.
  • Mutual Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 25 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.