Sandy Spring Bank’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sandy Spring Bank’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 Q1	$29.3K	Buy	473 +391	+477%	+$22.2K	﹤0.01%	670
2024 Q4	$4.26K	Hold	82	–	–	﹤0.01%	989
2024 Q3	$4.28K	Hold	82	–	–	﹤0.01%	972
2024 Q2	$3.78K	Sell	82 -464	-85%	-$21.5K	﹤0.01%	1023
2024 Q1	$24.1K	Buy	546 +464	+566%	+$19.1K	﹤0.01%	710
2023 Q4	$3.35K	Hold	82	–	–	﹤0.01%	966
2023 Q3	$3.01K	Hold	82	–	–	﹤0.01%	989
2023 Q2	$3.12K	Hold	82	–	–	﹤0.01%	1023
2023 Q1	$3.21K	Hold	82	–	–	﹤0.01%	988
2022 Q4	$2.97K	Hold	82	–	–	﹤0.01%	988
2022 Q3	$3K	Hold	82	–	–	﹤0.01%	992
2022 Q2	$3K	Buy	+82	New	+$3.05K	﹤0.01%	1010
2022 Q1	–	Sell	-83	Closed	-$3K	–	1159
2021 Q4	$3K	Buy	+83	New	+$2.96K	﹤0.01%	1081

Other funds holding GLDM

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

Morgan Stanley New York $1.66T 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sandy Spring Bank's GLDM Position: Q1 2025 in Review

Sandy Spring Bank increased its SPDR Gold MiniShares Trust (GLDM) stake by 477% in Q1 2025, buying an estimated $22.2K and bringing the position to 473 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Sandy Spring Bank first reported a position in GLDM in Q4 2021 and has held it in 13 quarters since. 615 funds tracked by Wall St. Rank hold GLDM as of Q1 2025.

Sandy Spring Bank held 473 shares of SPDR Gold MiniShares Trust worth $29.3K as of Q1 2025.
Sandy Spring Bank bought 391 SPDR Gold MiniShares Trust shares in Q1 2025, an estimated $22.2K.
SPDR Gold MiniShares Trust made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #670 holding.
Sandy Spring Bank first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 13 quarters since.
615 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.