Per Stirling Capital Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Per Stirling Capital 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
2025 Q3	–	Sell	-3,132	Closed	-$205K	–	289
2025 Q2	$205K	Sell	3,132 -15,913	-84%	-$1.04M	0.03%	269
2025 Q1	$1.18M	Sell	19,045 -1,510	-7%	-$85.8K	0.17%	103
2024 Q4	$1.07M	Sell	20,555 -359	-2%	-$18.9K	0.15%	104
2024 Q3	$1.09M	Buy	20,914 +6,234	+42%	+$306K	0.15%	110
2024 Q2	$677K	Buy	14,680 +1,703	+13%	+$78.9K	0.11%	127
2024 Q1	$572K	Buy	12,977 +6,247	+93%	+$257K	0.1%	130
2023 Q4	$275K	Buy	+6,730	New	+$264K	0.05%	181

Other funds holding GLDM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Per Stirling Capital Management's GLDM Position: Q3 2025 in Review

Per Stirling Capital Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2025, closing a stake of 3,132 shares — an estimated $205K sold.

Per Stirling Capital Management first reported a position in GLDM in Q4 2023 and held it in 7 quarters. The position peaked at $1.18M in Q1 2025. 752 funds tracked by Wall St. Rank hold GLDM as of Q3 2025.

Per Stirling Capital Management reported no remaining SPDR Gold MiniShares Trust position as of Q3 2025 after selling out during the quarter.
Per Stirling Capital Management sold 3,132 SPDR Gold MiniShares Trust shares in Q3 2025, an estimated $205K.
Per Stirling Capital Management first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and held it in 7 quarters.
Per Stirling Capital Management's SPDR Gold MiniShares Trust position peaked at $1.18M in Q1 2025.
752 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2025.

Based on Per Stirling Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.