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

PFG Private 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
2025 Q4	–	Sell	-94,431	Closed	-$7.22M	–	104
2025 Q3	$7.22M	Buy	+94,431	New	+$6.47M	3.22%	6
2023 Q1	–	Sell	-7	Closed	–	–	331
2022 Q4	$0	Hold	7	–	–	﹤0.01%	376
2022 Q3	$0	Sell	7 -86,102	-100%	-$2.95M	﹤0.01%	345
2022 Q2	$3.09M	Buy	86,109 +4,008	+5%	+$149K	1.73%	20
2022 Q1	$3.16M	Buy	+82,101	New	+$3.07M	1.62%	21

Other funds holding GLDM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG Private Wealth Management's GLDM Position: Q4 2025 in Review

PFG Private Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2025, closing a stake of 94,431 shares — an estimated $7.22M sold.

PFG Private Wealth Management first reported a position in GLDM in Q1 2022 and held it in 5 quarters. The position peaked at $7.22M in Q3 2025. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

PFG Private Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 94,431 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $7.22M.
PFG Private Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and held it in 5 quarters.
PFG Private Wealth Management's SPDR Gold MiniShares Trust position peaked at $7.22M in Q3 2025.
873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.