Vertex Planning Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Vertex Planning 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	$2.08M	Sell	22,412 -21,692	-49%	-$2.09M	0.4%	43
2025 Q4	$3.77M	Sell	44,104 -34	-0.1%	-$2.79K	0.87%	27
2025 Q3	$3.37M	Buy	44,138 +20,777	+89%	+$1.42M	0.65%	36
2025 Q2	$1.53M	Sell	23,361 -7,459	-24%	-$485K	0.32%	53
2025 Q1	$1.91M	Buy	30,820 +15,399	+100%	+$875K	0.42%	43
2024 Q4	$802K	Buy	+15,421	New	+$813K	0.18%	72

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

Vertex Planning Partners's GLDM Position: Q1 2026 in Review

Vertex Planning Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 49% in Q1 2026, selling an estimated $2.09M and leaving 22,412 shares worth $2.08M. The position accounts for 0.4% of the portfolio, ranked #43.

Vertex Planning Partners first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.77M in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Vertex Planning Partners held 22,412 shares of SPDR Gold MiniShares Trust worth $2.08M as of Q1 2026.
Vertex Planning Partners sold 21,692 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $2.09M.
SPDR Gold MiniShares Trust made up 0.4% of Vertex Planning Partners's portfolio in Q1 2026, its #43 holding.
Vertex Planning Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
Vertex Planning Partners's SPDR Gold MiniShares Trust position peaked at $3.77M in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.