Verdence Capital Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Verdence Capital 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	–	Sell	-3,950	Closed	-$337K	–	698
2025 Q4	$337K	Sell	3,950 -500	-11%	-$41.1K	0.02%	517
2025 Q3	$351K	Sell	4,450 -1,407	-24%	-$96.4K	0.02%	551
2025 Q2	$384K	Sell	5,857 -1,443	-20%	-$93.9K	0.03%	491
2025 Q1	$452K	Sell	7,300 -2,000	-22%	-$114K	0.03%	425
2024 Q4	$484K	Hold	9,300	–	–	0.04%	359
2024 Q3	$485K	Buy	9,300 +944	+11%	+$46.4K	0.04%	380
2024 Q2	$385K	Buy	8,356 +2,300	+38%	+$107K	0.03%	398
2024 Q1	$267K	Buy	6,056 +757	+14%	+$31.1K	0.02%	509
2023 Q4	$217K	Buy	+5,299	New	+$208K	0.02%	534
2023 Q3	–	Sell	-6,306	Closed	-$240K	–	565
2023 Q2	$240K	Buy	+6,306	New	+$248K	0.03%	480

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 $617B AUM 30.33% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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 $786B AUM 40.34% 1-Year Est. Return

Verdence Capital Advisors's GLDM Position: Q1 2026 in Review

Verdence Capital Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 3,950 shares — an estimated $337K sold.

Verdence Capital Advisors first reported a position in GLDM in Q2 2023 and held it in 10 quarters. The position peaked at $485K in Q3 2024. 912 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Verdence Capital Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
Verdence Capital Advisors sold 3,950 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $337K.
Verdence Capital Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and held it in 10 quarters.
Verdence Capital Advisors's SPDR Gold MiniShares Trust position peaked at $485K in Q3 2024.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.