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My Legacy Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

My Legacy 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 		$716K Sell
10,883
-2,911
-21% -$189K 0.26% 111
2025
Q1 		$854K Buy
13,794
+6,741
+96% +$383K 0.33% 86
2024
Q4 		$377K Buy
+7,053
New +$372K 0.15% 152

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
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

My Legacy Advisors's GLDM Position: Q2 2025 in Review

My Legacy Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 21% in Q2 2025, selling an estimated $189K and leaving 10,883 shares worth $716K. The position accounts for 0.26% of the portfolio, ranked #111.

My Legacy Advisors first reported a position in GLDM in Q4 2024 and has held it in 3 quarters since. The position peaked at $854K in Q1 2025. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

  • My Legacy Advisors held 10,883 shares of SPDR Gold MiniShares Trust worth $716K as of Q2 2025.
  • My Legacy Advisors sold 2,911 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $189K.
  • SPDR Gold MiniShares Trust made up 0.26% of My Legacy Advisors's portfolio in Q2 2025, its #111 holding.
  • My Legacy Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 3 quarters since.
  • My Legacy Advisors's SPDR Gold MiniShares Trust position peaked at $854K in Q1 2025.
  • 701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.