Perennial Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Perennial Investment Advisors’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	$1.55M	Sell	16,772 -6,495	-28%	-$626K	0.12%	140
2025 Q4	$1.99M	Sell	23,267 -473	-2%	-$38.9K	0.16%	113
2025 Q3	$1.81M	Buy	23,740 +2,523	+12%	+$173K	0.15%	118
2025 Q2	$1.39M	Buy	21,217 +5,414	+34%	+$352K	0.13%	142
2025 Q1	$978K	Buy	15,803 +6,880	+77%	+$391K	0.11%	163
2024 Q4	$464K	Buy	+8,923	New	+$471K	0.05%	234
2023 Q2	–	Sell	-12,335	Closed	-$482K	–	374
2023 Q1	$482K	Buy	+12,335	New	+$463K	0.09%	177

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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 $20.1B AUM 26.26% 1-Year Est. Return

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

Perennial Investment Advisors's GLDM Position: Q1 2026 in Review

Perennial Investment Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 28% in Q1 2026, selling an estimated $626K and leaving 16,772 shares worth $1.55M. The position accounts for 0.12% of the portfolio, ranked #140.

Perennial Investment Advisors first reported a position in GLDM in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.99M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Perennial Investment Advisors held 16,772 shares of SPDR Gold MiniShares Trust worth $1.55M as of Q1 2026.
Perennial Investment Advisors sold 6,495 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $626K.
SPDR Gold MiniShares Trust made up 0.12% of Perennial Investment Advisors's portfolio in Q1 2026, its #140 holding.
Perennial Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 7 quarters since.
Perennial Investment Advisors's SPDR Gold MiniShares Trust position peaked at $1.99M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.