Quartz Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Quartz Partners’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	$1.79M	Sell	19,315 -3,360	-15%	-$324K	0.69%	41
2025 Q4	$1.94M	Buy	22,675 +1,845	+9%	+$152K	0.72%	38
2025 Q3	$1.59M	Sell	20,830 -2,559	-11%	-$175K	0.58%	42
2025 Q2	$1.53M	Buy	23,389 +648	+3%	+$42.2K	0.7%	41
2025 Q1	$1.41M	Buy	22,741 +3,266	+17%	+$185K	0.85%	37
2024 Q4	$1.01M	Sell	19,475 -1,301	-6%	-$68.6K	0.62%	46
2024 Q3	$1.08M	Buy	+20,776	New	+$1.02M	0.68%	46

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 $21.3B AUM 36.92% 1-Year Est. Return

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

Quartz Partners's GLDM Position: Q1 2026 in Review

Quartz Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 15% in Q1 2026, selling an estimated $324K and leaving 19,315 shares worth $1.79M. The position accounts for 0.69% of the portfolio, ranked #41.

Quartz Partners first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2025. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Quartz Partners held 19,315 shares of SPDR Gold MiniShares Trust worth $1.79M as of Q1 2026.
Quartz Partners sold 3,360 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $324K.
SPDR Gold MiniShares Trust made up 0.69% of Quartz Partners's portfolio in Q1 2026, its #41 holding.
Quartz Partners first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
Quartz Partners's SPDR Gold MiniShares Trust position peaked at $1.94M in Q4 2025.
906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.