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Spectrum Wealth Counsel’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$3.71K Hold
60
– – ﹤0.01% 256
2024
Q4 		$3.12K Hold
60
– – ﹤0.01% 272
2024
Q3 		$3.13K Buy
+60
New +$2.95K ﹤0.01% 290
2024
Q2 		– Sell
-36
Closed -$1.59K – 391
2024
Q1 		$1.59K Hold
36
– – ﹤0.01% 350
2023
Q4 		$1.47K Buy
+36
New +$1.41K ﹤0.01% 310

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spectrum Wealth Counsel's GLDM Position: Q1 2025 in Review

Spectrum Wealth Counsel held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2025 at 60 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Spectrum Wealth Counsel first reported a position in GLDM in Q4 2023 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold GLDM as of Q1 2025.

  • Spectrum Wealth Counsel held 60 shares of SPDR Gold MiniShares Trust worth $3.71K as of Q1 2025.
  • Spectrum Wealth Counsel left its SPDR Gold MiniShares Trust share count unchanged in Q1 2025.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #256 holding.
  • Spectrum Wealth Counsel first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.