SWA
GLDM icon

Stratos Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Stratos Wealth Advisors’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 		$10.6M Buy
114,043
+25,548
+29% +$2.46M 0.65% 37
2025
Q4 		$7.55M Sell
88,495
-32,051
-27% -$2.63M 0.36% 75
2025
Q3 		$9.22M Sell
120,546
-1,060
-0.9% -$72.6K 0.44% 57
2025
Q2 		$7.97M Buy
121,606
+23,276
+24% +$1.51M 0.42% 65
2025
Q1 		$6.09M Buy
98,330
+2,442
+3% +$139K 0.33% 71
2024
Q4 		$4.99M Buy
95,888
+3,405
+4% +$180K 0.24% 94
2024
Q3 		$4.82M Sell
92,483
-232
-0.3% -$11.4K 0.22% 100
2024
Q2 		$4.27M Buy
+92,715
New +$4.3M 0.21% 107

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 $501B 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 $5.42B 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 $564B AUM 30.12% 1-Year Est. Return