Wallace Advisory Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wallace Advisory Group’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	$1.07M	Sell	11,513 -4,480	-28%	-$432K	1.14%	15
2025 Q4	$1.37M	Sell	15,993 -19,757	-55%	-$1.62M	1.43%	17
2025 Q3	$2.34M	Buy	35,750 +6,395	+22%	+$438K	1.88%	8
2025 Q2	$1.82M	Sell	29,355 -1,450	-5%	-$94.4K	1.32%	13
2025 Q1	$1.6M	Sell	30,805 -29,691	-49%	-$1.69M	1.11%	16
2024 Q4	$3.15M	Buy	60,496 +2,080	+4%	+$110K	2.18%	6
2024 Q3	$2.69M	Sell	58,416 -732	-1%	-$35.9K	1.97%	8
2024 Q2	$2.73M	Buy	59,148 +29,242	+98%	+$1.36M	1.96%	9
2024 Q1	$1.22M	Sell	29,906 -20,688	-41%	-$850K	0.92%	23
2023 Q4	$1.85M	Sell	50,594 -22,952	-31%	-$900K	1.45%	14
2023 Q3	$2.8M	Sell	73,546 -20,277	-22%	-$775K	2.01%	8
2023 Q2	$3.67M	Hold	93,823	–	–	2.79%	5
2023 Q1	$3.67M	Buy	93,823 +58,268	+164%	+$2.19M	2.79%	5
2022 Q4	$1.29M	Buy	+35,555	New	+$1.22M	1.02%	18

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

Wallace Advisory Group's GLDM Position: Q1 2026 in Review

Wallace Advisory Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 28% in Q1 2026, selling an estimated $432K and leaving 11,513 shares worth $1.07M. The position accounts for 1.14% of the portfolio, ranked #15.

Wallace Advisory Group first reported a position in GLDM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.67M in Q2 2023. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Wallace Advisory Group held 11,513 shares of SPDR Gold MiniShares Trust worth $1.07M as of Q1 2026.
Wallace Advisory Group sold 4,480 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $432K.
SPDR Gold MiniShares Trust made up 1.14% of Wallace Advisory Group's portfolio in Q1 2026, its #15 holding.
Wallace Advisory Group first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's SPDR Gold MiniShares Trust position peaked at $3.67M in Q2 2023.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.