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Synergy Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Synergy Asset Management’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
-44,038
Closed -$2.89M – 264
2025
Q3 		$2.89M Buy
44,038
+22,019
+100% +$1.51M 0.1% 108
2025
Q2 		$1.44M Buy
+22,019
New +$1.43M 0.17% 77
2023
Q4 		– Sell
-7,344
Closed -$269K – 155
2023
Q3 		$269K Buy
+7,344
New +$281K 0.05% 107

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 $3.38T AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Synergy Asset Management's GLDM Position: Q4 2025 in Review

Synergy Asset Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2025, closing a stake of 44,038 shares — an estimated $2.89M sold.

Synergy Asset Management first reported a position in GLDM in Q3 2023 and held it in 3 quarters. The position peaked at $2.89M in Q3 2025. 877 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • Synergy Asset Management reported no remaining SPDR Gold MiniShares Trust position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 44,038 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $2.89M.
  • Synergy Asset Management first reported a position in SPDR Gold MiniShares Trust in Q3 2023 and held it in 3 quarters.
  • Synergy Asset Management's SPDR Gold MiniShares Trust position peaked at $2.89M in Q3 2025.
  • 877 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.