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Talon Private Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Talon Private Wealth’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 		$506K Buy
+5,460
New +$527K 0.07% 153
2025
Q2 		$3.3M Buy
50,382
+8,739
+21% +$569K 0.45% 29
2025
Q1 		$2.58M Buy
+41,643
New +$2.37M 0.35% 39

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

Talon Private Wealth's GLDM Position: Q1 2026 in Review

Talon Private Wealth opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q1 2026: 5,460 shares worth $506K. The stake represents 0.07% of the portfolio and ranks #153 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in GLDM as recently as Q2 2025.

Talon Private Wealth first reported a position in GLDM in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.3M in Q2 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Talon Private Wealth held 5,460 shares of SPDR Gold MiniShares Trust worth $506K as of Q1 2026.
  • SPDR Gold MiniShares Trust was a new Talon Private Wealth position in Q1 2026.
  • SPDR Gold MiniShares Trust made up 0.07% of Talon Private Wealth's portfolio in Q1 2026, its #153 holding.
  • Talon Private Wealth first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 3 quarters since.
  • Talon Private Wealth's SPDR Gold MiniShares Trust position peaked at $3.3M in Q2 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.