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Sargent Investment Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sargent Investment 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 		$2.19M Buy
23,625
+235
+1% +$22.7K 0.29% 69
2025
Q4 		$2M Sell
23,390
-910
-4% -$74.8K 0.25% 70
2025
Q3 		$1.86M Buy
24,300
+675
+3% +$46.3K 0.26% 72
2025
Q2 		$1.58M Sell
23,625
-4,105
-15% -$267K 0.21% 78
2025
Q1 		$1.72M Buy
27,730
+4,715
+20% +$268K 0.27% 71
2024
Q4 		$1.21M Buy
23,015
+4,000
+21% +$211K 0.2% 88
2024
Q3 		$991K Sell
19,015
-161
-0.8% -$7.91K 0.18% 86
2024
Q2 		$884K Buy
19,176
+95
+0.5% +$4.4K 0.18% 88
2024
Q1 		$841K Hold
19,081
– – 0.18% 91
2023
Q4 		$781K Hold
19,081
– – 0.17% 104
2023
Q3 		$700K Hold
19,081
– – 0.17% 103
2023
Q2 		$727K Sell
19,081
-32
-0.2% -$1.26K 0.18% 101
2023
Q1 		$753K Buy
+19,113
New +$718K 0.2% 93
2022
Q4 		– Sell
-16,135
Closed -$549K – 201
2022
Q3 		$549K Hold
16,135
– – 0.17% 101
2022
Q2 		$579K Sell
16,135
-1,025
-6% -$38.1K 0.18% 100
2022
Q1 		$660K Buy
+17,160
New +$641K 0.17% 102
2021
Q4 		– Sell
-21,772
Closed -$760K – 194
2021
Q3 		$760K Sell
21,772
-38,611
-64% -$1.37M 0.18% 94
2021
Q2 		$2.13M Buy
60,383
+5,305
+10% +$192K 0.5% 42
2021
Q1 		$1.87M Buy
55,078
+10,161
+23% +$363K 0.49% 43
2020
Q4 		$1.7M Buy
44,917
+10,788
+32% +$403K 0.54% 38
2020
Q3 		$1.28M Buy
34,129
+9,054
+36% +$345K 0.47% 47
2020
Q2 		$886K Buy
25,075
+16,562
+195% +$566K 0.33% 58
2020
Q1 		$268K Sell
8,513
-4,700
-36% -$148K 0.12% 116
2019
Q4 		$400K Buy
+13,213
New +$391K 0.15% 107

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
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 $21.3B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sargent Investment Group's GLDM Position: Q1 2026 in Review

Sargent Investment Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 1% in Q1 2026, buying an estimated $22.7K and bringing the position to 23,625 shares worth $2.19M. The position accounts for 0.29% of the portfolio, ranked #69.

Sargent Investment Group first reported a position in GLDM in Q4 2019 and has held it in 24 quarters since. 906 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Sargent Investment Group held 23,625 shares of SPDR Gold MiniShares Trust worth $2.19M as of Q1 2026.
  • Sargent Investment Group bought 235 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $22.7K.
  • SPDR Gold MiniShares Trust made up 0.29% of Sargent Investment Group's portfolio in Q1 2026, its #69 holding.
  • Sargent Investment Group first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 24 quarters since.
  • 906 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.