US Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

US Financial 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
2025 Q1	$6.17M	Buy	+99,628	New	+$5.66M	1.82%	21

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Financial Advisors's GLDM Position: Q1 2025 in Review

US Financial Advisors opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q1 2025: 99,628 shares worth $6.17M. The stake represents 1.82% of the portfolio and ranks #21 among its holdings.

615 funds tracked by Wall St. Rank hold GLDM as of Q1 2025.

US Financial Advisors held 99,628 shares of SPDR Gold MiniShares Trust worth $6.17M as of Q1 2025.
SPDR Gold MiniShares Trust was a new US Financial Advisors position in Q1 2025.
SPDR Gold MiniShares Trust made up 1.82% of US Financial Advisors's portfolio in Q1 2025, its #21 holding.
615 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.