Sound View Wealth Advisors Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sound View Wealth Advisors Group’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	$566K	Hold	6,105	–	–	0.04%	259
2025 Q4	$521K	Hold	6,105	–	–	0.04%	265
2025 Q3	$467K	Hold	6,105	–	–	0.03%	277
2025 Q2	$400K	Hold	6,105	–	–	0.03%	300
2025 Q1	$378K	Hold	6,105	–	–	0.03%	296
2024 Q4	$317K	Hold	6,105	–	–	0.03%	330
2024 Q3	$318K	Hold	6,105	–	–	0.03%	326
2024 Q2	$281K	Hold	6,105	–	–	0.03%	311
2024 Q1	$269K	Sell	6,105 -89	-1%	-$3.66K	0.03%	320
2023 Q4	$253K	Hold	6,194	–	–	0.03%	332
2023 Q3	$227K	Buy	6,194 +89	+1%	+$3.4K	0.03%	333
2023 Q2	$233K	Hold	6,105	–	–	0.03%	324
2023 Q1	$239K	Sell	6,105 -89	-1%	-$3.34K	0.03%	320
2022 Q4	$253K	Buy	+6,194	New	+$213K	0.03%	332

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

Sound View Wealth Advisors Group's GLDM Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2026 at 6,105 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #259.

Sound View Wealth Advisors Group first reported a position in GLDM in Q4 2022 and has held it in 14 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Sound View Wealth Advisors Group held 6,105 shares of SPDR Gold MiniShares Trust worth $566K as of Q1 2026.
Sound View Wealth Advisors Group left its SPDR Gold MiniShares Trust share count unchanged in Q1 2026.
SPDR Gold MiniShares Trust made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #259 holding.
Sound View Wealth Advisors Group first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 14 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.