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PDS Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

PDS Planning’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 		$2.67M Buy
28,787
+292
+1% +$28.2K 0.18% 61
2025
Q4 		$2.43M Buy
28,495
+235
+0.8% +$19.3K 0.16% 62
2025
Q3 		$2.16M Buy
28,260
+1,330
+5% +$91.1K 0.15% 67
2025
Q2 		$1.76M Hold
26,930
– – 0.13% 73
2025
Q1 		$1.67M Sell
26,930
-121
-0.4% -$6.87K 0.14% 72
2024
Q4 		$1.41M Buy
27,051
+1,018
+4% +$53.7K 0.12% 76
2024
Q3 		$1.36M Buy
26,033
+14,855
+133% +$729K 0.12% 78
2024
Q2 		$515K Buy
11,178
+1,187
+12% +$55K 0.05% 169
2024
Q1 		$440K Buy
9,991
+217
+2% +$8.92K 0.05% 182
2023
Q4 		$400K Buy
9,774
+5,168
+112% +$203K 0.05% 178
2023
Q3 		$169K Hold
4,606
– – 0.02% 313
2023
Q2 		$175K Sell
4,606
-123
-3% -$4.83K 0.02% 313
2023
Q1 		$185K Buy
4,729
+12
+0.3% +$451 0.03% 274
2022
Q4 		$171K Buy
4,717
+353
+8% +$12.1K 0.03% 207
2022
Q3 		$144K Buy
4,364
+374
+9% +$12.8K 0.03% 186
2022
Q2 		$143K Buy
3,990
+189
+5% +$7.03K 0.03% 198
2022
Q1 		$146K Sell
3,801
-3
-0.1% -$112 0.03% 221
2021
Q4 		$138K Hold
3,804
– – 0.03% 206
2021
Q3 		$133K Sell
3,804
-127
-3% -$4.52K 0.03% 199
2021
Q2 		$138K Buy
3,931
+1,102
+39% +$39.8K 0.03% 189
2021
Q1 		$96K Buy
2,829
+112
+4% +$4K 0.03% 168
2020
Q4 		$103K Buy
2,717
+276
+11% +$10.3K 0.04% 154
2020
Q3 		$92K Buy
+2,441
New +$93.1K 0.04% 133

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PDS Planning's GLDM Position: Q1 2026 in Review

PDS Planning increased its SPDR Gold MiniShares Trust (GLDM) stake by 1% in Q1 2026, buying an estimated $28.2K and bringing the position to 28,787 shares worth $2.67M. The position accounts for 0.18% of the portfolio, ranked #61.

PDS Planning first reported a position in GLDM in Q3 2020 and has held it in 23 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • PDS Planning held 28,787 shares of SPDR Gold MiniShares Trust worth $2.67M as of Q1 2026.
  • PDS Planning bought 292 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $28.2K.
  • SPDR Gold MiniShares Trust made up 0.18% of PDS Planning's portfolio in Q1 2026, its #61 holding.
  • PDS Planning first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 23 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.