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

Waverly 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	$1.72M	Buy	18,598 +470	+3%	+$45.3K	0.01%	678
2025 Q4	$1.55M	Buy	18,128 +1,009	+6%	+$82.9K	0.01%	640
2025 Q3	$1.31M	Buy	17,119 +1,566	+10%	+$107K	0.01%	583
2025 Q2	$1.02M	Buy	15,553 +9,241	+146%	+$601K	0.01%	615
2025 Q1	$391K	Sell	6,312 -17	-0.3%	-$966	﹤0.01%	843
2024 Q4	$329K	Buy	6,329 +273	+5%	+$14.4K	0.01%	798
2024 Q3	$316K	Hold	6,056	–	–	0.01%	675
2024 Q2	$279K	Buy	+6,056	New	+$281K	0.01%	685

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

Waverly Advisors's GLDM Position: Q1 2026 in Review

Waverly Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.6% in Q1 2026, buying an estimated $45.3K and bringing the position to 18,598 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #678.

Waverly Advisors first reported a position in GLDM in Q2 2024 and has held it in 8 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Waverly Advisors held 18,598 shares of SPDR Gold MiniShares Trust worth $1.72M as of Q1 2026.
Waverly Advisors bought 470 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $45.3K.
SPDR Gold MiniShares Trust made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #678 holding.
Waverly Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 8 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.