Safe Harbor Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Safe Harbor Wealth 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
2025 Q4	$667K	Buy	+6,861	New	+$564K	0.65%	28

Other funds holding GLDM

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCWM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Safe Harbor Wealth Advisors's GLDM Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q4 2025: 6,861 shares worth $667K. The stake represents 0.65% of the portfolio and ranks #28 among its holdings.

875 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

Safe Harbor Wealth Advisors held 6,861 shares of SPDR Gold MiniShares Trust worth $667K as of Q4 2025.
SPDR Gold MiniShares Trust was a new Safe Harbor Wealth Advisors position in Q4 2025.
SPDR Gold MiniShares Trust made up 0.65% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #28 holding.
875 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.