Regimen Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Regimen Wealth’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	–	Sell	-2,735	Closed	-$233K	–	73
2025 Q4	$233K	Sell	2,735 -4,494	-62%	-$369K	0.07%	71
2025 Q3	$553K	Buy	7,229 +1,010	+16%	+$69.2K	0.16%	49
2025 Q2	$407K	Buy	6,219 +1,915	+44%	+$125K	0.13%	56
2025 Q1	$266K	Sell	4,304 -181	-4%	-$10.3K	0.09%	56
2024 Q4	$233K	Sell	4,485 -5,139	-53%	-$271K	0.08%	58
2024 Q3	$502K	Buy	9,624 +1,446	+18%	+$71K	0.16%	43
2024 Q2	$377K	Buy	8,178 +3,130	+62%	+$145K	0.13%	47
2024 Q1	$222K	Buy	+5,048	New	+$207K	0.08%	56
2023 Q3	–	Sell	-6,670	Closed	-$254K	–	59
2023 Q2	$254K	Sell	6,670 -1,652	-20%	-$64.8K	0.11%	49
2023 Q1	$325K	Buy	+8,322	New	+$313K	0.14%	43

Other funds holding GLDM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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 $786B AUM 40.34% 1-Year Est. Return

Regimen Wealth's GLDM Position: Q1 2026 in Review

Regimen Wealth sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 2,735 shares — an estimated $233K sold.

Regimen Wealth first reported a position in GLDM in Q1 2023 and held it in 10 quarters. The position peaked at $553K in Q3 2025. 910 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Regimen Wealth reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
Regimen Wealth sold 2,735 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $233K.
Regimen Wealth first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and held it in 10 quarters.
Regimen Wealth's SPDR Gold MiniShares Trust position peaked at $553K in Q3 2025.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Regimen Wealth's 13F filing for Q1 2026, filed 7 May 2026.