Richardson Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Richardson Financial Services’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	$245K	Sell	2,645 -150	-5%	-$14.5K	0.15%	136
2025 Q4	$239K	Buy	+2,795	New	+$230K	0.08%	143
2025 Q3	–	Sell	-3,227	Closed	-$213K	–	546
2025 Q2	$213K	Sell	3,227 -2,009	-38%	-$131K	0.14%	145
2025 Q1	$324K	Buy	+5,236	New	+$297K	0.25%	110
2024 Q2	–	Sell	-6,848	Closed	-$302K	–	604
2024 Q1	$302K	Buy	6,848 +582	+9%	+$23.9K	0.21%	110
2023 Q4	$256K	Buy	+6,266	New	+$246K	0.22%	103

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

Richardson Financial Services's GLDM Position: Q1 2026 in Review

Richardson Financial Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5.4% in Q1 2026, selling an estimated $14.5K and leaving 2,645 shares worth $245K. The position accounts for 0.15% of the portfolio, ranked #136.

Richardson Financial Services first reported a position in GLDM in Q4 2023 and has held it in 6 quarters since. The position peaked at $324K in Q1 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Richardson Financial Services held 2,645 shares of SPDR Gold MiniShares Trust worth $245K as of Q1 2026.
Richardson Financial Services sold 150 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $14.5K.
SPDR Gold MiniShares Trust made up 0.15% of Richardson Financial Services's portfolio in Q1 2026, its #136 holding.
Richardson Financial Services first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 6 quarters since.
Richardson Financial Services's SPDR Gold MiniShares Trust position peaked at $324K in Q1 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.