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Resurgent Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Resurgent Financial Advisors’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
-3,822
Closed -$326K – 268
2025
Q4 		$326K Buy
3,822
+145
+4% +$11.9K 0.16% 164
2025
Q3 		$281K Buy
+3,677
New +$252K 0.14% 175
2025
Q2 		– Sell
-3,514
Closed -$217K – 194
2025
Q1 		$217K Buy
+3,514
New +$200K 0.13% 168

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resurgent Financial Advisors's GLDM Position: Q1 2026 in Review

Resurgent Financial Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 3,822 shares — an estimated $326K sold.

Resurgent Financial Advisors first reported a position in GLDM in Q1 2025 and held it in 3 quarters. The position peaked at $326K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Resurgent Financial Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,822 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $326K.
  • Resurgent Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and held it in 3 quarters.
  • Resurgent Financial Advisors's SPDR Gold MiniShares Trust position peaked at $326K in Q4 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.