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Retirement Income Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Retirement Income Solutions’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 		$12M Sell
129,822
-1,724
-1% -$166K 2.06% 9
2025
Q4 		$11.2M Sell
131,546
-2,047
-2% -$168K 1.9% 9
2025
Q3 		$10.2M Sell
133,593
-1,628
-1% -$112K 1.75% 9
2025
Q2 		$8.86M Buy
135,221
+337
+0.2% +$21.9K 1.63% 10
2025
Q1 		$8.35M Buy
134,884
+1,225
+0.9% +$69.6K 1.75% 9
2024
Q4 		$6.95M Buy
133,659
+349
+0.3% +$18.4K 1.4% 10
2024
Q3 		$6.95M Buy
133,310
+1,202
+0.9% +$59K 1.59% 10
2024
Q2 		$6.09M Sell
132,108
-5,956
-4% -$276K 1.47% 11
2024
Q1 		$6.08M Sell
138,064
-1,437
-1% -$59K 1.38% 13
2023
Q4 		$5.71M Sell
139,501
-540
-0.4% -$21.2K 1.42% 13
2023
Q3 		$5.13M Sell
140,041
-4,266
-3% -$163K 1.44% 14
2023
Q2 		$5.5M Sell
144,307
-1,072
-0.7% -$42.1K 1.47% 12
2023
Q1 		$5.69M Sell
145,379
-2,989
-2% -$112K 1.66% 10
2022
Q4 		$5.37M Sell
148,368
-6,272
-4% -$216K 1.71% 12
2022
Q3 		$5.1M Sell
154,640
-1,228
-0.8% -$42.1K 1.83% 12
2022
Q2 		$5.59M Buy
155,868
+326
+0.2% +$12.1K 1.99% 11
2022
Q1 		$5.98M Sell
155,542
-3,682
-2% -$137K 1.65% 12
2021
Q4 		$5.79M Sell
159,224
-35,147
-18% -$1.26M 1.55% 13
2021
Q3 		$6.79M Sell
194,371
-1,706
-0.9% -$60.7K 2.27% 12
2021
Q2 		$6.91M Sell
196,077
-17,160
-8% -$620K 2.36% 12
2021
Q1 		$7.25M Sell
213,237
-701
-0.3% -$25K 2.5% 9
2020
Q4 		$8.1M Sell
213,938
-2,109
-1% -$78.8K 2.94% 6
2020
Q3 		$8.12M Buy
216,047
+7,582
+4% +$289K 3.6% 5
2020
Q2 		$7.41M Buy
+208,465
New +$7.13M 3.13% 6

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

Retirement Income Solutions's GLDM Position: Q1 2026 in Review

Retirement Income Solutions reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.3% in Q1 2026, selling an estimated $166K and leaving 129,822 shares worth $12M. The position accounts for 2.06% of the portfolio, ranked #9.

Retirement Income Solutions first reported a position in GLDM in Q2 2020 and has held it in 24 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Retirement Income Solutions held 129,822 shares of SPDR Gold MiniShares Trust worth $12M as of Q1 2026.
  • Retirement Income Solutions sold 1,724 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $166K.
  • SPDR Gold MiniShares Trust made up 2.06% of Retirement Income Solutions's portfolio in Q1 2026, its #9 holding.
  • Retirement Income Solutions first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 24 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.