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Sigma Planning Corp’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sigma Planning Corp’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 		$1.79M Buy
19,363
+9,486
+96% +$915K 0.05% 368
2025
Q4 		$843K Sell
9,877
-395
-4% -$32.5K 0.02% 602
2025
Q3 		$785K Sell
10,272
-1,080
-10% -$74K 0.02% 617
2025
Q2 		$744K Sell
11,352
-317
-3% -$20.6K 0.02% 619
2025
Q1 		$722K Buy
11,669
+1,008
+9% +$57.3K 0.02% 599
2024
Q4 		$554K Buy
10,661
+1,793
+20% +$94.5K 0.02% 697
2024
Q3 		$462K Buy
8,868
+1,532
+21% +$75.2K 0.01% 768
2024
Q2 		$338K Buy
7,336
+1,216
+20% +$56.3K 0.01% 875
2024
Q1 		$270K Buy
+6,120
New +$251K 0.01% 1010
2022
Q1 		– Sell
-14,473
Closed -$526K – 1416
2021
Q4 		$526K Sell
14,473
-1,610
-10% -$57.5K 0.01% 830
2021
Q3 		$562K Sell
16,083
-5,914
-27% -$210K 0.02% 764
2021
Q2 		$775K Sell
21,997
-421
-2% -$15.2K 0.02% 644
2021
Q1 		$762K Buy
+22,418
New +$800K 0.02% 599

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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 $5.57B AUM 23.85% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sigma Planning Corp's GLDM Position: Q1 2026 in Review

Sigma Planning Corp increased its SPDR Gold MiniShares Trust (GLDM) stake by 96% in Q1 2026, buying an estimated $915K and bringing the position to 19,363 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #368.

Sigma Planning Corp first reported a position in GLDM in Q1 2021 and has held it in 13 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Sigma Planning Corp held 19,363 shares of SPDR Gold MiniShares Trust worth $1.79M as of Q1 2026.
  • Sigma Planning Corp bought 9,486 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $915K.
  • SPDR Gold MiniShares Trust made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #368 holding.
  • Sigma Planning Corp first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 13 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.