U.S. Capital Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

U.S. Capital Wealth Advisors’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	$1.24M	Sell	13,381 -766	-5%	-$73.9K	0.03%	461
2025 Q4	$1.21M	Buy	14,147 +112	+0.8%	+$9.21K	0.03%	445
2025 Q3	$1.07M	Buy	14,035 +1,198	+9%	+$82.1K	0.03%	455
2025 Q2	$841K	Sell	12,837 -43	-0.3%	-$2.8K	0.02%	467
2025 Q1	$797K	Buy	12,880 +1,999	+18%	+$114K	0.02%	473
2024 Q4	$566K	Buy	+10,881	New	+$574K	0.02%	534

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $3.37T AUM 44.26% 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 $21.3B AUM 36.92% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's GLDM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5.4% in Q1 2026, selling an estimated $73.9K and leaving 13,381 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #461.

U.S. Capital Wealth Advisors first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

U.S. Capital Wealth Advisors held 13,381 shares of SPDR Gold MiniShares Trust worth $1.24M as of Q1 2026.
U.S. Capital Wealth Advisors sold 766 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $73.9K.
SPDR Gold MiniShares Trust made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #461 holding.
U.S. Capital Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.