RBA
GLDM icon

Richard Bernstein Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Richard Bernstein 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 		$1.76M Sell
18,955
-2,029
-10% -$196K 0.05% 99
2025
Q4 		$1.79M Buy
20,984
+696
+3% +$57.2K 0.05% 77
2025
Q3 		$1.55M Sell
20,288
-864
-4% -$59.2K 0.04% 122
2025
Q2 		$1.39M Sell
21,152
-1,611
-7% -$105K 0.03% 187
2025
Q1 		$1.41M Sell
22,763
-4,858
-18% -$276K 0.03% 203
2024
Q4 		$1.44M Sell
27,621
-130
-0.5% -$6.86K 0.03% 203
2024
Q3 		$1.45M Sell
27,751
-934
-3% -$45.9K 0.03% 207
2024
Q2 		$1.32M Sell
28,685
-2,499
-8% -$116K 0.03% 200
2024
Q1 		$1.37M Sell
31,184
-3,129
-9% -$129K 0.03% 201
2023
Q4 		$1.4M Sell
34,313
-4,651
-12% -$182K 0.03% 191
2023
Q3 		$1.43M Sell
38,964
-576
-1% -$22K 0.03% 187
2023
Q2 		$1.51M Sell
39,540
-1,593
-4% -$62.5K 0.03% 159
2023
Q1 		$1.61M Buy
41,133
+2,706
+7% +$102K 0.03% 170
2022
Q4 		$1.39M Buy
38,427
+2,681
+8% +$92.1K 0.03% 175
2022
Q3 		$1.18M Buy
35,746
+3,777
+12% +$129K 0.03% 182
2022
Q2 		$1.15M Sell
31,969
-26
-0.1% -$967 0.02% 201
2022
Q1 		$1.23M Sell
31,995
-1,548
-5% -$57.8K 0.02% 227
2021
Q4 		$1.22M Buy
33,543
+839
+3% +$30K 0.02% 237
2021
Q3 		$1.14M Buy
32,704
+6,129
+23% +$218K 0.02% 248
2021
Q2 		$936K Buy
26,575
+310
+1% +$11.2K 0.02% 255
2021
Q1 		$893K Sell
26,265
-364
-1% -$13K 0.02% 266
2020
Q4 		$1.01M Sell
26,629
-18,901
-42% -$707K 0.02% 237
2020
Q3 		$1.71M Buy
45,530
+1,164
+3% +$44.4K 0.05% 178
2020
Q2 		$1.57M Buy
+44,366
New +$1.52M 0.05% 180

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

Richard Bernstein Advisors's GLDM Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 9.7% in Q1 2026, selling an estimated $196K and leaving 18,955 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #99.

Richard Bernstein Advisors first reported a position in GLDM in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Richard Bernstein Advisors held 18,955 shares of SPDR Gold MiniShares Trust worth $1.76M as of Q1 2026.
  • Richard Bernstein Advisors sold 2,029 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $196K.
  • SPDR Gold MiniShares Trust made up 0.05% of Richard Bernstein Advisors's portfolio in Q1 2026, its #99 holding.
  • Richard Bernstein Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 24 quarters since.
  • Richard Bernstein Advisors's SPDR Gold MiniShares Trust position peaked at $1.79M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.