Sax Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sax Wealth 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	–	Sell	-2,395	Closed	-$204K	–	485
2025 Q4	$204K	Buy	+2,395	New	+$197K	0.01%	473

Other funds holding GLDM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sax Wealth Advisors's GLDM Position: Q1 2026 in Review

Sax Wealth Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 2,395 shares — an estimated $204K sold.

Sax Wealth Advisors first reported a position in GLDM in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 910 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Sax Wealth Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
Sax Wealth Advisors sold 2,395 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $204K.
Sax Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and held it in 1 quarter.
Sax Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $204K in Q4 2025.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Sax Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.