Sage Mountain Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sage Mountain 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	$3.47M	Buy	37,416 +11,223	+43%	+$1.08M	0.24%	49
2025 Q4	$2.24M	Buy	26,193 +12,337	+89%	+$1.01M	0.12%	91
2025 Q3	$1.06M	Buy	13,856 +3,026	+28%	+$207K	0.06%	155
2025 Q2	$710K	Hold	10,830	–	–	0.05%	188
2025 Q1	$670K	Hold	10,830	–	–	0.05%	174
2024 Q4	$563K	Hold	10,830	–	–	0.04%	190
2024 Q3	$565K	Hold	10,830	–	–	0.05%	183
2024 Q2	$499K	Buy	+10,830	New	+$502K	0.05%	175

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

Sage Mountain Advisors's GLDM Position: Q1 2026 in Review

Sage Mountain Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 43% in Q1 2026, buying an estimated $1.08M and bringing the position to 37,416 shares worth $3.47M. The position accounts for 0.24% of the portfolio, ranked #49.

Sage Mountain Advisors first reported a position in GLDM in Q2 2024 and has held it in 8 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Sage Mountain Advisors held 37,416 shares of SPDR Gold MiniShares Trust worth $3.47M as of Q1 2026.
Sage Mountain Advisors bought 11,223 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.08M.
SPDR Gold MiniShares Trust made up 0.24% of Sage Mountain Advisors's portfolio in Q1 2026, its #49 holding.
Sage Mountain Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 8 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.