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Summit Wealth Group (Colorado)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-22,316
Closed -$818K – 407
2025
Q3 		$818K Buy
+22,316
New +$1.53M 0.09% 195

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GLDM Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2025, closing a stake of 22,316 shares — an estimated $818K sold.

Summit Wealth Group (Colorado) first reported a position in GLDM in Q3 2025 and held it in 1 quarter. The position peaked at $818K in Q3 2025. 875 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining SPDR Gold MiniShares Trust position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 22,316 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $818K.
  • Summit Wealth Group (Colorado) first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s SPDR Gold MiniShares Trust position peaked at $818K in Q3 2025.
  • 875 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.