SSWM
GLDM icon

Sheets Smith Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sheets Smith Wealth Management’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
Q2 		$1.1M Buy
13,851
+1,516
+12% +$135K 0.11% 185
2026
Q1 		$1.14M Buy
12,335
+2,052
+20% +$198K 0.13% 167
2025
Q4 		$878K Sell
10,283
-875
-8% -$71.9K 0.1% 194
2025
Q3 		$853K Buy
11,158
+90
+0.8% +$6.17K 0.1% 197
2025
Q2 		$725K Buy
11,068
+147
+1% +$9.57K 0.08% 221
2025
Q1 		$676K Buy
+10,921
New +$620K 0.08% 207
2024
Q2 		– Sell
-4,957
Closed -$218K – 387
2024
Q1 		$218K Hold
4,957
– – 0.02% 359
2023
Q4 		$203K Buy
+4,957
New +$194K 0.03% 326
2022
Q1 		– Sell
-31,952
Closed -$1.16M – 368
2021
Q4 		$1.16M Buy
+31,952
New +$1.14M 0.14% 138

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return