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SWMG LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

SWMG LLC’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
Q3 		– Sell
-11,713
Closed -$769K – 116
2025
Q2 		$769K Buy
11,713
+3,335
+40% +$217K 0.26% 53
2025
Q1 		$548K Sell
8,378
-9,554
-53% -$543K 0.22% 71
2024
Q4 		$979K Sell
17,932
-1,126
-6% -$59.4K 0.39% 37
2024
Q3 		$972K Sell
19,058
-4,847
-20% -$238K 0.4% 38
2024
Q2 		$1.1M Sell
23,905
-1,954
-8% -$90.5K 0.49% 37
2024
Q1 		$1.14M Buy
25,859
+11,835
+84% +$486K 0.51% 34
2023
Q4 		$574K Sell
14,024
-16,145
-54% -$633K 0.27% 51
2023
Q3 		$1.11M Buy
30,169
+1,681
+6% +$64.3K 0.58% 32
2023
Q2 		$1.09M Buy
28,488
+3,635
+15% +$143K 0.57% 29
2023
Q1 		$972K Buy
+24,853
New +$934K 0.54% 31

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWMG LLC's GLDM Position: Q3 2025 in Review

SWMG LLC sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2025, closing a stake of 11,713 shares — an estimated $769K sold.

SWMG LLC first reported a position in GLDM in Q1 2023 and held it in 10 quarters. The position peaked at $1.14M in Q1 2024. 751 funds tracked by Wall St. Rank hold GLDM as of Q3 2025.

  • SWMG LLC reported no remaining SPDR Gold MiniShares Trust position as of Q3 2025 after selling out during the quarter.
  • SWMG LLC sold 11,713 SPDR Gold MiniShares Trust shares in Q3 2025, an estimated $769K.
  • SWMG LLC first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and held it in 10 quarters.
  • SWMG LLC's SPDR Gold MiniShares Trust position peaked at $1.14M in Q1 2024.
  • 751 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2025.

Based on SWMG LLC's 13F filing for Q3 2025, filed 24 Oct 2025.