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ORG Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

ORG Partners’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 		$30.1K Sell
353
-81
-19% -$6.66K 0.01% 692
2025
Q3 		$33.2K Buy
434
+16
+4% +$1.1K 0.01% 673
2025
Q2 		$27.6K Buy
+418
New +$27.2K 0.01% 681

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

ORG Partners's GLDM Position: Q4 2025 in Review

ORG Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 19% in Q4 2025, selling an estimated $6.66K and leaving 353 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #692.

ORG Partners first reported a position in GLDM in Q2 2025 and has held it in 3 quarters since. The position peaked at $33.2K in Q3 2025. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • ORG Partners held 353 shares of SPDR Gold MiniShares Trust worth $30.1K as of Q4 2025.
  • ORG Partners sold 81 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $6.66K.
  • SPDR Gold MiniShares Trust made up 0.01% of ORG Partners's portfolio in Q4 2025, its #692 holding.
  • ORG Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 3 quarters since.
  • ORG Partners's SPDR Gold MiniShares Trust position peaked at $33.2K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.