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Semmax Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Semmax Financial 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
2025
Q2 		$226K Sell
3,353
-959
-22% -$62.4K 0.06% 132
2025
Q1 		$284K Buy
4,312
+2,282
+112% +$130K 0.08% 120
2024
Q4 		$118K Buy
+2,030
New +$107K 0.03% 136

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Semmax Financial Advisors's GLDM Position: Q2 2025 in Review

Semmax Financial Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 22% in Q2 2025, selling an estimated $62.4K and leaving 3,353 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #132.

Semmax Financial Advisors first reported a position in GLDM in Q4 2024 and has held it in 3 quarters since. The position peaked at $284K in Q1 2025. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

  • Semmax Financial Advisors held 3,353 shares of SPDR Gold MiniShares Trust worth $226K as of Q2 2025.
  • Semmax Financial Advisors sold 959 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $62.4K.
  • SPDR Gold MiniShares Trust made up 0.06% of Semmax Financial Advisors's portfolio in Q2 2025, its #132 holding.
  • Semmax Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 3 quarters since.
  • Semmax Financial Advisors's SPDR Gold MiniShares Trust position peaked at $284K in Q1 2025.
  • 701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.