Raymond James Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Raymond James Financial’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	$89M	Sell	960,174 -116,144	-11%	-$11.2M	0.03%	558
2025 Q4	$91.9M	Buy	1,076,318 +182,237	+20%	+$15M	0.03%	541
2025 Q3	$68.4M	Buy	894,081 +133,717	+18%	+$9.16M	0.02%	633
2025 Q2	$49.8M	Sell	760,364 -173,097	-19%	-$11.3M	0.02%	759
2025 Q1	$57.8M	Buy	933,461 +92,961	+11%	+$5.28M	0.02%	644
2024 Q4	$43.7M	Buy	+840,500	New	+$44.3M	0.02%	795

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

Raymond James Financial's GLDM Position: Q1 2026 in Review

Raymond James Financial reduced its SPDR Gold MiniShares Trust (GLDM) stake by 11% in Q1 2026, selling an estimated $11.2M and leaving 960,174 shares worth $89M. The position accounts for 0.03% of the portfolio, ranked #558.

Raymond James Financial first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $91.9M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Raymond James Financial held 960,174 shares of SPDR Gold MiniShares Trust worth $89M as of Q1 2026.
Raymond James Financial sold 116,144 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $11.2M.
SPDR Gold MiniShares Trust made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #558 holding.
Raymond James Financial first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's SPDR Gold MiniShares Trust position peaked at $91.9M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.