Oregon Pacific Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Oregon Pacific Wealth Management’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	$247K	Sell	2,662 -1,114	-30%	-$107K	0.26%	87
2025 Q4	$322K	Sell	3,776 -2,369	-39%	-$195K	0.33%	79
2025 Q3	$470K	Buy	6,145 +2,475	+67%	+$170K	0.41%	62
2025 Q2	$240K	Buy	3,670 +11	+0.3%	+$716	0.23%	113
2025 Q1	$226K	Buy	+3,659	New	+$208K	0.23%	116

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

Oregon Pacific Wealth Management's GLDM Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 30% in Q1 2026, selling an estimated $107K and leaving 2,662 shares worth $247K. The position accounts for 0.26% of the portfolio, ranked #87.

Oregon Pacific Wealth Management first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $470K in Q3 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Oregon Pacific Wealth Management held 2,662 shares of SPDR Gold MiniShares Trust worth $247K as of Q1 2026.
Oregon Pacific Wealth Management sold 1,114 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $107K.
SPDR Gold MiniShares Trust made up 0.26% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #87 holding.
Oregon Pacific Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
Oregon Pacific Wealth Management's SPDR Gold MiniShares Trust position peaked at $470K in Q3 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.