Triad Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Triad Wealth Partners’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	$327K	Sell	3,530 -2,211	-39%	-$213K	0.03%	375
2025 Q4	$490K	Buy	5,741 +1,020	+22%	+$83.8K	0.05%	273
2025 Q3	$361K	Sell	4,721 -142	-3%	-$9.73K	0.05%	251
2025 Q2	$319K	Buy	+4,863	New	+$316K	0.06%	208
2024 Q3	–	Sell	-3,104	Closed	-$143K	–	378
2024 Q2	$143K	Buy	+3,104	New	+$144K	0.08%	118

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

Triad Wealth Partners's GLDM Position: Q1 2026 in Review

Triad Wealth Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 39% in Q1 2026, selling an estimated $213K and leaving 3,530 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #375.

Triad Wealth Partners first reported a position in GLDM in Q2 2024 and has held it in 5 quarters since. The position peaked at $490K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Triad Wealth Partners held 3,530 shares of SPDR Gold MiniShares Trust worth $327K as of Q1 2026.
Triad Wealth Partners sold 2,211 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $213K.
SPDR Gold MiniShares Trust made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #375 holding.
Triad Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 5 quarters since.
Triad Wealth Partners's SPDR Gold MiniShares Trust position peaked at $490K in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.