Strategic Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Strategic Wealth Partners’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	$286K	Sell	3,085 -138	-4%	-$13.3K	0.02%	259
2025 Q4	$275K	Buy	3,223 +2,188	+211%	+$180K	0.02%	277
2025 Q3	$79.1K	Sell	1,035 -100	-9%	-$6.85K	0.01%	478
2025 Q2	$74.4K	Buy	+1,135	New	+$73.9K	0.01%	433
2019 Q4	–	Sell	-1,113	Closed	-$32	–	273
2019 Q3	$32	Buy	+1,113	New	+$32.8K	﹤0.01%	330
2019 Q2	–	Sell	-382	Closed	-$10K	–	764
2019 Q1	$10K	Buy	+382	New	+$9.95K	﹤0.01%	524

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Partners's GLDM Position: Q1 2026 in Review

Strategic Wealth Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 4.3% in Q1 2026, selling an estimated $13.3K and leaving 3,085 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #259.

Strategic Wealth Partners first reported a position in GLDM in Q1 2019 and has held it in 6 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Strategic Wealth Partners held 3,085 shares of SPDR Gold MiniShares Trust worth $286K as of Q1 2026.
Strategic Wealth Partners sold 138 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $13.3K.
SPDR Gold MiniShares Trust made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #259 holding.
Strategic Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q1 2019 and has held it in 6 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.