Visionary Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Visionary 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	$2.02M	Sell	21,740 -4,046	-16%	-$390K	0.09%	196
2025 Q4	$2.2M	Sell	25,786 -3,358	-12%	-$276K	0.1%	187
2025 Q3	$2.23M	Buy	29,144 +1,202	+4%	+$82.4K	0.1%	186
2025 Q2	$1.83M	Buy	27,942 +1,976	+8%	+$129K	0.09%	200
2025 Q1	$1.61M	Sell	25,966 -11,343	-30%	-$644K	0.1%	197
2024 Q4	$1.94M	Sell	37,309 -1,334	-3%	-$70.3K	0.11%	174
2024 Q3	$2.01M	Buy	38,643 +2,405	+7%	+$118K	0.12%	175
2024 Q2	$1.67M	Sell	36,238 -5,129	-12%	-$238K	0.11%	188
2024 Q1	$1.82M	Buy	41,367 +18,942	+84%	+$778K	0.12%	178
2023 Q4	$917K	Sell	22,425 -26,329	-54%	-$1.03M	0.07%	237
2023 Q3	$1.79M	Buy	48,754 +3,330	+7%	+$127K	0.14%	152
2023 Q2	$1.73M	Buy	45,424 +1,578	+4%	+$61.9K	0.14%	153
2023 Q1	$1.71M	Buy	+43,846	New	+$1.65M	0.15%	145

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

Visionary Wealth Advisors's GLDM Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 16% in Q1 2026, selling an estimated $390K and leaving 21,740 shares worth $2.02M. The position accounts for 0.09% of the portfolio, ranked #196.

Visionary Wealth Advisors first reported a position in GLDM in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.23M in Q3 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Visionary Wealth Advisors held 21,740 shares of SPDR Gold MiniShares Trust worth $2.02M as of Q1 2026.
Visionary Wealth Advisors sold 4,046 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $390K.
SPDR Gold MiniShares Trust made up 0.09% of Visionary Wealth Advisors's portfolio in Q1 2026, its #196 holding.
Visionary Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 13 quarters since.
Visionary Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $2.23M in Q3 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.