IAGL
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Innovative Advisory Group, LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-100
Closed -$7.64K – 258
2025
Q3 		$7.64K Hold
100
– – ﹤0.01% 147
2025
Q2 		$6.55K Hold
100
– – 0.01% 144
2025
Q1 		$6.19K Hold
100
– – 0.01% 126
2024
Q4 		$5.2K Buy
+100
New +$5.27K ﹤0.01% 125

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Innovative Advisory Group, LLC's GLDM Position: Q4 2025 in Review

Innovative Advisory Group, LLC sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2025, closing a stake of 100 shares — an estimated $7.64K sold.

Innovative Advisory Group, LLC first reported a position in GLDM in Q4 2024 and held it in 4 quarters. The position peaked at $7.64K in Q3 2025. 877 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • Innovative Advisory Group, LLC reported no remaining SPDR Gold MiniShares Trust position as of Q4 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 100 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $7.64K.
  • Innovative Advisory Group, LLC first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and held it in 4 quarters.
  • Innovative Advisory Group, LLC's SPDR Gold MiniShares Trust position peaked at $7.64K in Q3 2025.
  • 877 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q4 2025, filed 23 Sep 2026.