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Stone Summit Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Stone Summit Wealth’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 		$220K Hold
2,374
– – 0.06% 141
2025
Q4 		$203K Buy
+2,374
New +$195K 0.06% 140

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

Stone Summit Wealth's GLDM Position: Q1 2026 in Review

Stone Summit Wealth held its SPDR Gold MiniShares Trust (GLDM) position steady in Q1 2026 at 2,374 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #141.

Stone Summit Wealth first reported a position in GLDM in Q4 2025 and has held it in 2 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Stone Summit Wealth held 2,374 shares of SPDR Gold MiniShares Trust worth $220K as of Q1 2026.
  • Stone Summit Wealth left its SPDR Gold MiniShares Trust share count unchanged in Q1 2026.
  • SPDR Gold MiniShares Trust made up 0.06% of Stone Summit Wealth's portfolio in Q1 2026, its #141 holding.
  • Stone Summit Wealth first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 2 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.