Smith Anglin Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Smith Anglin Financial’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
2025 Q2	$558K	Sell	8,514 -348	-4%	-$22.6K	0.05%	118
2025 Q1	$548K	Buy	8,862 +1,382	+18%	+$78.5K	0.06%	112
2024 Q4	$389K	Sell	7,480 -1,623	-18%	-$85.6K	0.04%	135
2024 Q3	$475K	Hold	9,103	–	–	0.05%	120
2024 Q2	$420K	Buy	9,103 +73	+0.8%	+$3.38K	0.04%	117
2024 Q1	$398K	Buy	9,030 +278	+3%	+$11.4K	0.04%	122
2023 Q4	$358K	Buy	8,752 +831	+10%	+$32.6K	0.04%	123
2023 Q3	$290K	Buy	7,921 +1,491	+23%	+$57K	0.04%	134
2023 Q2	$245K	Buy	+6,430	New	+$252K	0.03%	145

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Smith Anglin Financial's GLDM Position: Q2 2025 in Review

Smith Anglin Financial reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.9% in Q2 2025, selling an estimated $22.6K and leaving 8,514 shares worth $558K. The position accounts for 0.05% of the portfolio, ranked #118.

Smith Anglin Financial first reported a position in GLDM in Q2 2023 and has held it in 9 quarters since. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

Smith Anglin Financial held 8,514 shares of SPDR Gold MiniShares Trust worth $558K as of Q2 2025.
Smith Anglin Financial sold 348 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $22.6K.
SPDR Gold MiniShares Trust made up 0.05% of Smith Anglin Financial's portfolio in Q2 2025, its #118 holding.
Smith Anglin Financial first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 9 quarters since.
701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.