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

USAdvisors 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
2025 Q2	–	Sell	-4,100	Closed	-$253K	–	139
2025 Q1	$253K	Buy	+4,100	New	+$233K	0.09%	110
2022 Q3	–	Sell	-11,037	Closed	-$396K	–	117
2022 Q2	$396K	Buy	11,037 +5,150	+87%	+$192K	0.2%	90
2022 Q1	$226K	Sell	5,887 -151	-3%	-$5.64K	0.1%	110
2021 Q4	$220K	Sell	6,038 -475	-7%	-$17K	0.09%	114
2021 Q3	$227K	Sell	6,513 -1,287	-17%	-$45.8K	0.1%	102
2021 Q2	$274K	Hold	7,800	–	–	0.15%	92
2021 Q1	$265K	Buy	7,800 +2,000	+34%	+$71.4K	0.13%	95
2020 Q4	$219K	Sell	5,800 -654	-10%	-$24.4K	0.11%	83
2020 Q3	$242K	Buy	6,454 +204	+3%	+$7.78K	0.04%	65
2020 Q2	$222K	Sell	6,250 -2,300	-27%	-$78.7K	0.12%	67
2020 Q1	$269K	Buy	8,550 +1,500	+21%	+$47.3K	0.17%	58
2019 Q4	$213K	Sell	7,050 -3,200	-31%	-$94.7K	0.11%	82
2019 Q3	$301K	Buy	+10,250	New	+$302K	0.16%	48

Other funds holding GLDM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USAdvisors Wealth Management's GLDM Position: Q2 2025 in Review

USAdvisors Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2025, closing a stake of 4,100 shares — an estimated $253K sold.

USAdvisors Wealth Management first reported a position in GLDM in Q3 2019 and held it in 13 quarters. The position peaked at $396K in Q2 2022. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

USAdvisors Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q2 2025 after selling out during the quarter.
USAdvisors Wealth Management sold 4,100 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $253K.
USAdvisors Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and held it in 13 quarters.
USAdvisors Wealth Management's SPDR Gold MiniShares Trust position peaked at $396K in Q2 2022.
701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on USAdvisors Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.