Patten Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Patten Group’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	$4.96M	Buy	53,559 +1,624	+3%	+$157K	0.86%	24
2025 Q4	$4.43M	Buy	51,935 +2,549	+5%	+$209K	0.82%	25
2025 Q3	$3.78M	Buy	49,386 +15,695	+47%	+$1.08M	0.74%	29
2025 Q2	$2.21M	Buy	33,691 +8,838	+36%	+$575K	0.47%	60
2025 Q1	$1.54M	Buy	24,853 +10,829	+77%	+$615K	0.35%	89
2024 Q4	$729K	Buy	14,024 +5,829	+71%	+$307K	0.16%	153
2024 Q3	$427K	Buy	8,195 +212	+3%	+$10.4K	0.09%	196
2024 Q2	$368K	Buy	7,983 +1,083	+16%	+$50.2K	0.09%	199
2024 Q1	$304K	Buy	6,900 +1,332	+24%	+$54.7K	0.07%	215
2023 Q4	$228K	Buy	+5,568	New	+$218K	0.06%	226

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $21.3B AUM 36.92% 1-Year Est. Return

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

Patten Group's GLDM Position: Q1 2026 in Review

Patten Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 3.1% in Q1 2026, buying an estimated $157K and bringing the position to 53,559 shares worth $4.96M. The position accounts for 0.86% of the portfolio, ranked #24.

Patten Group first reported a position in GLDM in Q4 2023 and has held it in 10 quarters since. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Patten Group held 53,559 shares of SPDR Gold MiniShares Trust worth $4.96M as of Q1 2026.
Patten Group bought 1,624 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $157K.
SPDR Gold MiniShares Trust made up 0.86% of Patten Group's portfolio in Q1 2026, its #24 holding.
Patten Group first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 10 quarters since.
906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.