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Nvest Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Nvest Financial’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 		$969K Buy
+10,450
New +$1.01M 0.36% 62

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

Nvest Financial's GLDM Position: Q1 2026 in Review

Nvest Financial opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q1 2026: 10,450 shares worth $969K. The stake represents 0.36% of the portfolio and ranks #62 among its holdings.

905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Nvest Financial held 10,450 shares of SPDR Gold MiniShares Trust worth $969K as of Q1 2026.
  • SPDR Gold MiniShares Trust was a new Nvest Financial position in Q1 2026.
  • SPDR Gold MiniShares Trust made up 0.36% of Nvest Financial's portfolio in Q1 2026, its #62 holding.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.