Orion Portfolio Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.76M	Buy	28,416 +12,224	+75%	+$694K	0.02%	776
2024 Q4	$842K	Sell	16,192 -276,881	-94%	-$14.6M	0.01%	1137
2024 Q3	$15.3M	Sell	293,073 -25,363	-8%	-$1.25M	0.15%	131
2024 Q2	$14.7M	Buy	318,436 +129,690	+69%	+$6.01M	0.16%	124
2024 Q1	$8.31M	Buy	188,746 +101,406	+116%	+$4.17M	0.09%	230
2023 Q4	$3.51M	Buy	87,340 +15,270	+21%	+$599K	0.04%	395
2023 Q3	$2.64M	Buy	72,070 +18,802	+35%	+$719K	0.03%	492
2023 Q2	$2.03M	Buy	53,268 +1,506	+3%	+$59.1K	0.02%	644
2023 Q1	$2.02M	Buy	51,762 +13,548	+35%	+$509K	0.03%	588
2022 Q4	$1.38M	Sell	38,214 -1,200	-3%	-$41.2K	0.05%	246
2022 Q3	$1.3M	Buy	39,414 +968	+3%	+$33.2K	0.05%	210
2022 Q2	$1.38M	Buy	38,446 +2,529	+7%	+$94.1K	0.06%	201
2022 Q1	$1.38M	Buy	+35,917	New	+$1.34M	0.05%	223
2020 Q3	–	Sell	-202	Closed	-$7K	–	1053
2020 Q2	$7K	Sell	202 -411	-67%	-$14.1K	﹤0.01%	1329
2020 Q1	$19K	Buy	+613	New	+$19.3K	﹤0.01%	850

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's GLDM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its SPDR Gold MiniShares Trust (GLDM) stake by 75% in Q1 2025, buying an estimated $694K and bringing the position to 28,416 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #776.

Orion Portfolio Solutions first reported a position in GLDM in Q1 2020 and has held it in 15 quarters since. The position peaked at $15.3M in Q3 2024. 615 funds tracked by Wall St. Rank hold GLDM as of Q1 2025.

Orion Portfolio Solutions held 28,416 shares of SPDR Gold MiniShares Trust worth $1.76M as of Q1 2025.
Orion Portfolio Solutions bought 12,224 SPDR Gold MiniShares Trust shares in Q1 2025, an estimated $694K.
SPDR Gold MiniShares Trust made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #776 holding.
Orion Portfolio Solutions first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and has held it in 15 quarters since.
Orion Portfolio Solutions's SPDR Gold MiniShares Trust position peaked at $15.3M in Q3 2024.
615 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.