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NDVR Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

NDVR Inc’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
Q4 		$4.84M Sell
56,736
-6,000
-10% -$493K 4.02% 6
2025
Q3 		$4.8M Hold
62,736
– – 4% 7
2025
Q2 		$4.11M Hold
62,736
– – 3.85% 6
2025
Q1 		$3.88M Hold
62,736
– – 3.96% 5
2024
Q4 		$3.26M Buy
+62,736
New +$3.31M 3.12% 6
2024
Q3 		– Sell
-82,736
Closed -$3.81M – 108
2024
Q2 		$3.81M Sell
82,736
-17,000
-17% -$788K 3.97% 5
2024
Q1 		$4.39M Sell
99,736
-1
-0% -$41 4.19% 4
2023
Q4 		$4.08M Buy
+99,737
New +$3.91M 4.89% 4

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NDVR Inc's GLDM Position: Q4 2025 in Review

NDVR Inc reduced its SPDR Gold MiniShares Trust (GLDM) stake by 9.6% in Q4 2025, selling an estimated $493K and leaving 56,736 shares worth $4.84M. The position accounts for 4.02% of the portfolio, ranked #6.

NDVR Inc first reported a position in GLDM in Q4 2023 and has held it in 8 quarters since. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • NDVR Inc held 56,736 shares of SPDR Gold MiniShares Trust worth $4.84M as of Q4 2025.
  • NDVR Inc sold 6,000 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $493K.
  • SPDR Gold MiniShares Trust made up 4.02% of NDVR Inc's portfolio in Q4 2025, its #6 holding.
  • NDVR Inc first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 8 quarters since.
  • 873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.