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Strategic Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Strategic Financial Services’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 		$54.1M Sell
583,756
-337,636
-37% -$32.6M 2.57% 12
2025
Q4 		$90.4M Sell
921,392
-476,522
-34% -$39.2M 4.17% 7
2025
Q3 		$107M Buy
1,397,914
+8,149
+0.6% +$558K 5.36% 5
2025
Q2 		$91.1M Sell
1,389,765
-149,389
-10% -$9.72M 4.9% 6
2025
Q1 		$95.3M Sell
1,539,154
-82,061
-5% -$4.66M 5.58% 5
2024
Q4 		$84.3M Sell
1,621,215
-12,468
-0.8% -$657K 5.03% 5
2024
Q3 		$85.2M Sell
1,633,683
-1,076
-0.1% -$52.8K 5.05% 7
2024
Q2 		$75.3M Buy
1,634,759
+15,046
+0.9% +$697K 4.77% 7
2024
Q1 		$71.3M Buy
1,619,713
+118,470
+8% +$4.87M 4.61% 7
2023
Q4 		$61.4M Buy
1,501,243
+480,518
+47% +$18.8M 4.32% 8
2023
Q3 		$37.4M Buy
1,020,725
+2,890
+0.3% +$110K 2.91% 8
2023
Q2 		$38.7M Sell
1,017,835
-9,925
-1% -$390K 2.88% 8
2023
Q1 		$40.2M Sell
1,027,760
-14,676
-1% -$551K 3.11% 8
2022
Q4 		$37.7M Buy
1,042,436
+47,170
+5% +$1.62M 3.02% 7
2022
Q3 		$32.8M Buy
995,266
+33,491
+3% +$1.15M 2.9% 7
2022
Q2 		$34.5M Sell
961,775
-26,798
-3% -$997K 2.93% 7
2022
Q1 		$38M Sell
988,573
-42,064
-4% -$1.57M 2.88% 7
2021
Q4 		$37.5M Buy
1,030,637
+38,015
+4% +$1.36M 2.79% 7
2021
Q3 		$34.7M Buy
992,622
+66,646
+7% +$2.37M 2.74% 8
2021
Q2 		$32.6M Buy
925,976
+55,049
+6% +$1.99M 2.59% 8
2021
Q1 		$29.6M Buy
870,927
+116,700
+15% +$4.17M 2.5% 8
2020
Q4 		$28.6M Buy
754,227
+74,308
+11% +$2.78M 2.56% 8
2020
Q3 		$25.6M Buy
679,919
+16,331
+2% +$623K 2.63% 7
2020
Q2 		$23.6M Buy
663,588
+29,577
+5% +$1.01M 2.62% 7
2020
Q1 		$19.9M Buy
634,011
+39,960
+7% +$1.26M 2.66% 9
2019
Q4 		$18M Buy
594,051
+118,337
+25% +$3.5M 2.07% 11
2019
Q3 		$14M Buy
+475,714
New +$14M 1.79% 12

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

Strategic Financial Services's GLDM Position: Q1 2026 in Review

Strategic Financial Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 37% in Q1 2026, selling an estimated $32.6M and leaving 583,756 shares worth $54.1M. The position accounts for 2.57% of the portfolio, ranked #12.

Strategic Financial Services first reported a position in GLDM in Q3 2019 and has held it in 27 quarters since. The position peaked at $107M in Q3 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Strategic Financial Services held 583,756 shares of SPDR Gold MiniShares Trust worth $54.1M as of Q1 2026.
  • Strategic Financial Services sold 337,636 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $32.6M.
  • SPDR Gold MiniShares Trust made up 2.57% of Strategic Financial Services's portfolio in Q1 2026, its #12 holding.
  • Strategic Financial Services first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and has held it in 27 quarters since.
  • Strategic Financial Services's SPDR Gold MiniShares Trust position peaked at $107M in Q3 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.