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

SHP 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
Q1 		$1.95M Buy
21,082
+6,736
+47% +$650K 0.15% 49
2025
Q4 		$1.22M Buy
+14,346
New +$1.18M 0.1% 61

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 $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 $1.56M AUM 25.68% 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 $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 $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's GLDM Position: Q1 2026 in Review

SHP Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 47% in Q1 2026, buying an estimated $650K and bringing the position to 21,082 shares worth $1.95M. The position accounts for 0.15% of the portfolio, ranked #49.

SHP Wealth Management first reported a position in GLDM in Q4 2025 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • SHP Wealth Management held 21,082 shares of SPDR Gold MiniShares Trust worth $1.95M as of Q1 2026.
  • SHP Wealth Management bought 6,736 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $650K.
  • SPDR Gold MiniShares Trust made up 0.15% of SHP Wealth Management's portfolio in Q1 2026, its #49 holding.
  • SHP Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.