SHJ
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Sharkey, Howes & Javer’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sharkey, Howes & Javer’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
-3,140
Closed -$268K – 160
2025
Q4 		$268K Buy
+3,140
New +$258K 0.03% 141

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 $617B AUM 30.33% 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
State Street
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sharkey, Howes & Javer's GLDM Position: Q1 2026 in Review

Sharkey, Howes & Javer sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 3,140 shares — an estimated $268K sold.

Sharkey, Howes & Javer first reported a position in GLDM in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 910 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Sharkey, Howes & Javer reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 3,140 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $268K.
  • Sharkey, Howes & Javer first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and held it in 1 quarter.
  • Sharkey, Howes & Javer's SPDR Gold MiniShares Trust position peaked at $268K in Q4 2025.
  • 910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2026, filed 8 Apr 2026.