SAI
GLDM icon

Savvy Advisors Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Savvy Advisors Inc’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 		$537K Sell
5,795
-65,439
-92% -$6.31M 0.01% 635
2025
Q4 		$849K Buy
71,234
+66,408
+1,376% +$5.46M 0.03% 404
2025
Q3 		$369K Buy
4,826
+1,674
+53% +$115K 0.02% 544
2025
Q2 		$207K Buy
+3,152
New +$205K 0.01% 602

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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 $20.1B AUM 26.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Savvy Advisors Inc's GLDM Position: Q1 2026 in Review

Savvy Advisors Inc reduced its SPDR Gold MiniShares Trust (GLDM) stake by 92% in Q1 2026, selling an estimated $6.31M and leaving 5,795 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #635.

Savvy Advisors Inc first reported a position in GLDM in Q2 2025 and has held it in 4 quarters since. The position peaked at $849K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Savvy Advisors Inc held 5,795 shares of SPDR Gold MiniShares Trust worth $537K as of Q1 2026.
  • Savvy Advisors Inc sold 65,439 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $6.31M.
  • SPDR Gold MiniShares Trust made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #635 holding.
  • Savvy Advisors Inc first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's SPDR Gold MiniShares Trust position peaked at $849K in Q4 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

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