Simplicity Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Simplicity Wealth’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	$2.59M	Sell	27,909 -695	-2%	-$67K	0.15%	147
2025 Q4	$2.44M	Sell	28,604 -568	-2%	-$46.7K	0.15%	151
2025 Q3	$2.23M	Buy	29,172 +6,680	+30%	+$458K	0.13%	171
2025 Q2	$1.47M	Buy	+22,492	New	+$1.46M	0.06%	254
2022 Q4	–	Sell	-33,836	Closed	-$1.12M	–	69
2022 Q3	$1.12M	Sell	33,836 -1,209	-3%	-$41.4K	1.5%	23
2022 Q2	$1.26M	Sell	35,045 -37,769	-52%	-$1.4M	1.83%	18
2022 Q1	$2.8M	Sell	72,814 -37,766	-34%	-$1.41M	2.72%	9
2021 Q4	$4.02M	Buy	+110,580	New	+$3.95M	2.17%	19

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Wealth's GLDM Position: Q1 2026 in Review

Simplicity Wealth reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.4% in Q1 2026, selling an estimated $67K and leaving 27,909 shares worth $2.59M. The position accounts for 0.15% of the portfolio, ranked #147.

Simplicity Wealth first reported a position in GLDM in Q4 2021 and has held it in 8 quarters since. The position peaked at $4.02M in Q4 2021. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Simplicity Wealth held 27,909 shares of SPDR Gold MiniShares Trust worth $2.59M as of Q1 2026.
Simplicity Wealth sold 695 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $67K.
SPDR Gold MiniShares Trust made up 0.15% of Simplicity Wealth's portfolio in Q1 2026, its #147 holding.
Simplicity Wealth first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 8 quarters since.
Simplicity Wealth's SPDR Gold MiniShares Trust position peaked at $4.02M in Q4 2021.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.