Prosperity Consulting Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Prosperity Consulting Group’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	$654K	Sell	7,058 -3,215	-31%	-$310K	0.03%	314
2025 Q4	$877K	Sell	10,273 -14,493	-59%	-$1.19M	0.04%	268
2025 Q3	$1.89M	Sell	24,766 -187	-0.7%	-$12.8K	0.09%	170
2025 Q2	$1.63M	Buy	24,953 +7,320	+42%	+$476K	0.12%	165
2025 Q1	$1.09M	Sell	17,633 -3,548	-17%	-$202K	0.08%	206
2024 Q4	$1.1M	Sell	21,181 -29,634	-58%	-$1.56M	0.08%	216
2024 Q3	$2.65M	Sell	50,815 -4,744	-9%	-$233K	0.21%	117
2024 Q2	$2.56M	Sell	55,559 -1,299	-2%	-$60.2K	0.35%	75
2024 Q1	$2.5M	Buy	+56,858	New	+$2.34M	0.31%	91

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

Prosperity Consulting Group's GLDM Position: Q1 2026 in Review

Prosperity Consulting Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 31% in Q1 2026, selling an estimated $310K and leaving 7,058 shares worth $654K. The position accounts for 0.03% of the portfolio, ranked #314.

Prosperity Consulting Group first reported a position in GLDM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.65M in Q3 2024. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Prosperity Consulting Group held 7,058 shares of SPDR Gold MiniShares Trust worth $654K as of Q1 2026.
Prosperity Consulting Group sold 3,215 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $310K.
SPDR Gold MiniShares Trust made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #314 holding.
Prosperity Consulting Group first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 9 quarters since.
Prosperity Consulting Group's SPDR Gold MiniShares Trust position peaked at $2.65M in Q3 2024.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.