Sterling Investment Advisors (Pennsylvania)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q4	–	Sell	-136,425	Closed	-$10.4M	–	212
2025 Q3	$10.4M	Sell	136,425 -317	-0.2%	-$21.7K	2.03%	10
2025 Q2	$8.96M	Sell	136,742 -22,906	-14%	-$1.49M	1.96%	11
2025 Q1	$9.88M	Buy	159,648 +6,744	+4%	+$383K	2.37%	6
2024 Q4	$7.95M	Sell	152,904 -2,224	-1%	-$117K	1.93%	13
2024 Q3	$8.09M	Sell	155,128 -2,714	-2%	-$133K	2.05%	13
2024 Q2	$7.27M	Sell	157,842 -5,396	-3%	-$250K	1.97%	13
2024 Q1	$7.19M	Buy	163,238 +1,571	+1%	+$64.6K	2.02%	14
2023 Q4	$6.61M	Buy	161,667 +1,830	+1%	+$71.8K	2.06%	14
2023 Q3	$5.86M	Buy	+159,837	New	+$6.11M	2.05%	13

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

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

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

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

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

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

CCWM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s GLDM Position: Q4 2025 in Review

Sterling Investment Advisors (Pennsylvania) sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2025, closing a stake of 136,425 shares — an estimated $10.4M sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in GLDM in Q3 2023 and held it in 9 quarters. The position peaked at $10.4M in Q3 2025. 875 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

Sterling Investment Advisors (Pennsylvania) reported no remaining SPDR Gold MiniShares Trust position as of Q4 2025 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 136,425 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $10.4M.
Sterling Investment Advisors (Pennsylvania) first reported a position in SPDR Gold MiniShares Trust in Q3 2023 and held it in 9 quarters.
Sterling Investment Advisors (Pennsylvania)'s SPDR Gold MiniShares Trust position peaked at $10.4M in Q3 2025.
875 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2025, filed 9 Feb 2026.