Principal Securities’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Principal Securities’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	$562K	Sell	6,059 -158	-3%	-$15.2K	0.01%	934
2025 Q4	$531K	Sell	6,217 -3,236	-34%	-$266K	0.01%	917
2025 Q3	$723K	Buy	9,453 +2,589	+38%	+$177K	0.01%	769
2025 Q2	$450K	Buy	6,864 +2,160	+46%	+$141K	0.01%	907
2025 Q1	$245K	Hold	4,704	–	–	0.01%	1049
2024 Q4	$245K	Sell	4,704 -2,733	-37%	-$144K	0.01%	1047
2024 Q3	$388K	Sell	7,437 -370	-5%	-$18.2K	0.01%	847
2024 Q2	$360K	Buy	7,807 +413	+6%	+$19.1K	0.01%	825
2024 Q1	$326K	Sell	7,394 -2,829	-28%	-$116K	0.01%	830
2023 Q4	$418K	Buy	+10,223	New	+$401K	0.02%	667

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

Principal Securities's GLDM Position: Q1 2026 in Review

Principal Securities reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.5% in Q1 2026, selling an estimated $15.2K and leaving 6,059 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #934.

Principal Securities first reported a position in GLDM in Q4 2023 and has held it in 10 quarters since. The position peaked at $723K in Q3 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Principal Securities held 6,059 shares of SPDR Gold MiniShares Trust worth $562K as of Q1 2026.
Principal Securities sold 158 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $15.2K.
SPDR Gold MiniShares Trust made up 0.01% of Principal Securities's portfolio in Q1 2026, its #934 holding.
Principal Securities first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 10 quarters since.
Principal Securities's SPDR Gold MiniShares Trust position peaked at $723K in Q3 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.