SWP
GLDM icon

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

Stratos 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 		$20.9M Buy
225,615
+23,525
+12% +$2.27M 0.24% 82
2025
Q4 		$17.3M Sell
202,090
-1,832
-0.9% -$151K 0.2% 101
2025
Q3 		$15.6M Buy
203,922
+51,251
+34% +$3.51M 0.18% 110
2025
Q2 		$10M Sell
152,671
-9,734
-6% -$633K 0.14% 157
2025
Q1 		$10.1M Sell
162,405
-3,215
-2% -$183K 0.15% 137
2024
Q4 		$8.61M Sell
165,620
-6,946
-4% -$366K 0.12% 172
2024
Q3 		$9M Buy
172,566
+10,952
+7% +$538K 0.13% 160
2024
Q2 		$7.45M Buy
161,614
+2,229
+1% +$103K 0.12% 175
2024
Q1 		$7.02M Buy
159,385
+7,543
+5% +$310K 0.12% 184
2023
Q4 		$6.21M Buy
+151,842
New +$5.95M 0.12% 186
2022
Q1 		– Sell
-178,339
Closed -$6.48M – 1297
2021
Q4 		$6.48M Buy
+178,339
New +$6.37M 0.14% 151
2021
Q3 		– Sell
-187,063
Closed -$6.59M – 1218
2021
Q2 		$6.59M Buy
187,063
+1,163
+0.6% +$42K 0.16% 135
2021
Q1 		$6.32M Sell
185,900
-35,768
-16% -$1.28M 0.17% 125
2020
Q4 		$8.4M Buy
221,668
+23,490
+12% +$878K 0.25% 88
2020
Q3 		$7.45M Buy
198,178
+6,527
+3% +$249K 0.24% 101
2020
Q2 		$6.81M Buy
+191,651
New +$6.55M 0.24% 95

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Morgan Stanley
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EW
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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