Sage Private Wealth Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sage Private Wealth Group’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	$15.4M	Sell	165,617 -8,260	-5%	-$797K	7.73%	6
2025 Q4	$14.8M	Buy	173,877 +3,251	+2%	+$267K	7.98%	5
2025 Q3	$13M	Sell	170,626 -5,335	-3%	-$366K	7.25%	6
2025 Q2	$11.5M	Buy	+175,961	New	+$11.5M	7.39%	5

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 Private Wealth Group's GLDM Position: Q1 2026 in Review

Sage Private Wealth Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 4.8% in Q1 2026, selling an estimated $797K and leaving 165,617 shares worth $15.4M. The position accounts for 7.73% of the portfolio, ranked #6.

Sage Private Wealth Group first reported a position in GLDM in Q2 2025 and has held it in 4 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Sage Private Wealth Group held 165,617 shares of SPDR Gold MiniShares Trust worth $15.4M as of Q1 2026.
Sage Private Wealth Group sold 8,260 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $797K.
SPDR Gold MiniShares Trust made up 7.73% of Sage Private Wealth Group's portfolio in Q1 2026, its #6 holding.
Sage Private Wealth Group first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 4 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.