Waterloo Capital’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Waterloo Capital’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	$1.29M	Sell	13,967 -36	-0.3%	-$3.47K	0.09%	189
2025 Q4	$1.2M	Buy	14,003 +121	+0.9%	+$9.95K	0.09%	187
2025 Q3	$1.06M	Buy	13,882 +385	+3%	+$26.4K	0.08%	184
2025 Q2	$884K	Buy	13,497 +802	+6%	+$52.2K	0.07%	195
2025 Q1	$786K	Buy	+12,695	New	+$721K	0.07%	198

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

Waterloo Capital's GLDM Position: Q1 2026 in Review

Waterloo Capital reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.26% in Q1 2026, selling an estimated $3.47K and leaving 13,967 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #189.

Waterloo Capital first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Waterloo Capital held 13,967 shares of SPDR Gold MiniShares Trust worth $1.29M as of Q1 2026.
Waterloo Capital sold 36 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $3.47K.
SPDR Gold MiniShares Trust made up 0.09% of Waterloo Capital's portfolio in Q1 2026, its #189 holding.
Waterloo Capital first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.