Perigon Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Perigon Wealth 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
2026 Q1	$221K	Sell	2,379 -2,198	-48%	-$212K	﹤0.01%	1169
2025 Q4	$391K	Sell	4,577 -1,160	-20%	-$95.3K	0.01%	903
2025 Q3	$439K	Sell	5,737 -2,044	-26%	-$140K	0.01%	793
2025 Q2	$510K	Buy	7,781 +3,508	+82%	+$228K	0.01%	664
2025 Q1	$264K	Hold	4,273	–	–	0.01%	861
2024 Q4	$230K	Sell	4,273 -8,889	-68%	-$469K	0.01%	913
2024 Q3	$686K	Buy	+13,162	New	+$646K	0.02%	525
2024 Q1	–	Sell	-12,622	Closed	-$516K	–	872
2023 Q4	$516K	Buy	12,622 +1,763	+16%	+$69.1K	0.02%	490
2023 Q3	$398K	Buy	10,859 +3,509	+48%	+$134K	0.02%	502
2023 Q2	$280K	Buy	+7,350	New	+$289K	0.01%	633
2021 Q1	–	Sell	-755	Closed	-$29K	–	709
2020 Q4	$29K	Buy	+755	New	+$28.2K	﹤0.01%	908

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

Perigon Wealth Management's GLDM Position: Q1 2026 in Review

Perigon Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 48% in Q1 2026, selling an estimated $212K and leaving 2,379 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Perigon Wealth Management first reported a position in GLDM in Q4 2020 and has held it in 11 quarters since. The position peaked at $686K in Q3 2024. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Perigon Wealth Management held 2,379 shares of SPDR Gold MiniShares Trust worth $221K as of Q1 2026.
Perigon Wealth Management sold 2,198 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $212K.
SPDR Gold MiniShares Trust made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1169 holding.
Perigon Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 11 quarters since.
Perigon Wealth Management's SPDR Gold MiniShares Trust position peaked at $686K in Q3 2024.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.