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Steward Partners Investment Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Steward Partners Investment Advisory’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 		$3.07M Sell
33,146
-7,722
-19% -$745K 0.02% 692
2025
Q4 		$3.49M Sell
40,868
-1,264
-3% -$104K 0.02% 591
2025
Q3 		$3.22M Buy
42,132
+2,283
+6% +$156K 0.02% 609
2025
Q2 		$2.61M Sell
39,849
-2,926
-7% -$190K 0.02% 624
2025
Q1 		$2.65M Sell
42,775
-1,129
-3% -$64.1K 0.02% 570
2024
Q4 		$2.28M Buy
43,904
+2,688
+7% +$142K 0.02% 594
2024
Q3 		$2.15M Buy
41,216
+1,976
+5% +$97K 0.02% 600
2024
Q2 		$1.81M Buy
39,240
+2,339
+6% +$108K 0.02% 618
2024
Q1 		$1.63M Sell
36,901
-444
-1% -$18.2K 0.02% 640
2023
Q4 		$1.53M Buy
37,345
+14,855
+66% +$582K 0.02% 583
2023
Q3 		$824K Buy
22,490
+4,019
+22% +$154K 0.01% 743
2023
Q2 		$704K Buy
18,471
+6,693
+57% +$263K 0.01% 812
2023
Q1 		$461K Buy
+11,778
New +$442K 0.01% 961
2021
Q3 		– Sell
-31,340
Closed -$1.1M – 3233
2021
Q2 		$1.1M Sell
31,340
-789
-2% -$28.5K 0.02% 630
2021
Q1 		$1.09M Sell
32,129
-401
-1% -$14.3K 0.02% 617
2020
Q4 		$1.23M Sell
32,530
-17
-0.1% -$636 0.03% 499
2020
Q3 		$1.22M Buy
+32,547
New +$1.24M 0.03% 426

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's GLDM Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its SPDR Gold MiniShares Trust (GLDM) stake by 19% in Q1 2026, selling an estimated $745K and leaving 33,146 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #692.

Steward Partners Investment Advisory first reported a position in GLDM in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.49M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Steward Partners Investment Advisory held 33,146 shares of SPDR Gold MiniShares Trust worth $3.07M as of Q1 2026.
  • Steward Partners Investment Advisory sold 7,722 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $745K.
  • SPDR Gold MiniShares Trust made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #692 holding.
  • Steward Partners Investment Advisory first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 17 quarters since.
  • Steward Partners Investment Advisory's SPDR Gold MiniShares Trust position peaked at $3.49M in Q4 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.