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Summit Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Summit Financial’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 		$2.48M Buy
26,761
+17,725
+196% +$1.71M 0.03% 518
2025
Q4 		$771K Sell
9,036
-6,554
-42% -$539K 0.01% 744
2025
Q3 		$1.19M Buy
+15,590
New +$1.07M 0.02% 599

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

Summit Financial's GLDM Position: Q1 2026 in Review

Summit Financial increased its SPDR Gold MiniShares Trust (GLDM) stake by 196% in Q1 2026, buying an estimated $1.71M and bringing the position to 26,761 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #518.

Summit Financial first reported a position in GLDM in Q3 2025 and has held it in 3 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Summit Financial held 26,761 shares of SPDR Gold MiniShares Trust worth $2.48M as of Q1 2026.
  • Summit Financial bought 17,725 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.71M.
  • SPDR Gold MiniShares Trust made up 0.03% of Summit Financial's portfolio in Q1 2026, its #518 holding.
  • Summit Financial first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 3 quarters since.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.