Tradition Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Tradition Wealth 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
2026 Q1	$798K	Sell	8,614 -17,153	-67%	-$1.65M	0.06%	223
2025 Q4	$2.2M	Sell	25,767 -143	-0.6%	-$11.8K	0.16%	130
2025 Q3	$1.98M	Buy	25,910 +8,072	+45%	+$553K	0.15%	132
2025 Q2	$1.17M	Sell	17,838 -6,556	-27%	-$427K	0.09%	165
2025 Q1	$1.51M	Buy	24,394 +11,518	+89%	+$654K	0.13%	143
2024 Q4	$669K	Buy	+12,876	New	+$679K	0.06%	207
2021 Q1	–	Sell	-2	Closed	–	–	887
2020 Q4	$0	Buy	+2	New	+$75	﹤0.01%	1053

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tradition Wealth Management's GLDM Position: Q1 2026 in Review

Tradition Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 67% in Q1 2026, selling an estimated $1.65M and leaving 8,614 shares worth $798K. The position accounts for 0.06% of the portfolio, ranked #223.

Tradition Wealth Management first reported a position in GLDM in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.2M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Tradition Wealth Management held 8,614 shares of SPDR Gold MiniShares Trust worth $798K as of Q1 2026.
Tradition Wealth Management sold 17,153 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.65M.
SPDR Gold MiniShares Trust made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #223 holding.
Tradition Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 7 quarters since.
Tradition Wealth Management's SPDR Gold MiniShares Trust position peaked at $2.2M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.