WTA
GLDM icon

Washington Trust Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Washington Trust 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 		$273K Buy
2,948
+827
+39% +$79.8K 0.02% 196
2025
Q4 		$181K Sell
2,121
-138
-6% -$11.3K 0.01% 231
2025
Q3 		$173K Buy
2,259
+75
+3% +$5.14K 0.01% 234
2025
Q2 		$143K Buy
2,184
+75
+4% +$4.88K 0.01% 228
2025
Q1 		$131K Sell
2,109
-335
-14% -$19K 0.01% 232
2024
Q4 		$127K Hold
2,444
– – 0.01% 232
2024
Q3 		$127K Hold
2,444
– – 0.01% 237
2024
Q2 		$113K Hold
2,444
– – 0.01% 240
2024
Q1 		$108K Hold
2,444
– – 0.01% 246
2023
Q4 		$100K Sell
2,444
-3,247
-57% -$127K 0.01% 246
2023
Q3 		$209K Hold
5,691
– – 0.02% 182
2023
Q2 		$217K Sell
5,691
-215
-4% -$8.44K 0.02% 176
2023
Q1 		$231K Sell
5,906
-215
-4% -$8.08K 0.02% 166
2022
Q4 		$222K Buy
6,121
+86
+1% +$2.96K 0.02% 175
2022
Q3 		$199K Buy
6,035
+269
+5% +$9.22K 0.02% 204
2022
Q2 		$207K Sell
5,766
-1,064
-16% -$39.6K 0.02% 205
2022
Q1 		$263K Buy
6,830
+37
+0.5% +$1.38K 0.02% 209
2021
Q4 		$247K Buy
+6,793
New +$243K 0.02% 225

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return