NWAM LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

NWAM 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
2026 Q1	$1.47M	Buy	15,883 +1,092	+7%	+$105K	0.08%	224
2025 Q4	$1.48M	Sell	14,791 -6,098	-29%	-$501K	0.08%	219
2025 Q3	$1.81M	Buy	20,889 +2,389	+13%	+$164K	0.1%	197
2025 Q2	$1.21M	Sell	18,500 -961	-5%	-$62.5K	0.07%	244
2025 Q1	$1.2M	Buy	19,461 +5,529	+40%	+$314K	0.1%	182
2024 Q4	$724K	Buy	13,932 +3,374	+32%	+$178K	0.04%	314
2024 Q3	$550K	Buy	+10,558	New	+$518K	0.03%	364
2024 Q2	–	Sell	-12,990	Closed	-$596K	–	300
2024 Q1	$596K	Sell	12,990 -113	-0.9%	-$4.64K	0.05%	302
2023 Q4	$536K	Buy	13,103 +684	+6%	+$26.8K	0.04%	329
2023 Q3	$455K	Buy	12,419 +1,172	+10%	+$44.8K	0.05%	316
2023 Q2	$428K	Buy	+11,247	New	+$441K	0.04%	355

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NWAM LLC's GLDM Position: Q1 2026 in Review

NWAM LLC increased its SPDR Gold MiniShares Trust (GLDM) stake by 7.4% in Q1 2026, buying an estimated $105K and bringing the position to 15,883 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #224.

NWAM LLC first reported a position in GLDM in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q3 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

NWAM LLC held 15,883 shares of SPDR Gold MiniShares Trust worth $1.47M as of Q1 2026.
NWAM LLC bought 1,092 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $105K.
SPDR Gold MiniShares Trust made up 0.08% of NWAM LLC's portfolio in Q1 2026, its #224 holding.
NWAM LLC first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 11 quarters since.
NWAM LLC's SPDR Gold MiniShares Trust position peaked at $1.81M in Q3 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.