WBH Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

WBH Advisory’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	$3.03M	Sell	32,170 -2,846	-8%	-$274K	0.23%	89
2025 Q4	$2.99M	Sell	35,016 -2,489	-7%	-$205K	0.22%	84
2025 Q3	$2.87M	Buy	37,505 +1,020	+3%	+$69.9K	0.22%	83
2025 Q2	$2.39M	Buy	36,485 +2,231	+7%	+$145K	0.2%	87
2025 Q1	$2.12M	Buy	+34,254	New	+$1.95M	0.2%	91
2022 Q2	–	Sell	-8,927	Closed	-$336K	–	307
2022 Q1	$336K	Sell	8,927 -7,198	-45%	-$269K	0.04%	245
2021 Q4	$586K	Sell	16,125 -32,567	-67%	-$1.16M	0.07%	205
2021 Q3	$1.7M	Buy	+48,692	New	+$1.73M	0.23%	94

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

WBH Advisory's GLDM Position: Q1 2026 in Review

WBH Advisory reduced its SPDR Gold MiniShares Trust (GLDM) stake by 8.1% in Q1 2026, selling an estimated $274K and leaving 32,170 shares worth $3.03M. The position accounts for 0.23% of the portfolio, ranked #89.

WBH Advisory first reported a position in GLDM in Q3 2021 and has held it in 8 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

WBH Advisory held 32,170 shares of SPDR Gold MiniShares Trust worth $3.03M as of Q1 2026.
WBH Advisory sold 2,846 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $274K.
SPDR Gold MiniShares Trust made up 0.23% of WBH Advisory's portfolio in Q1 2026, its #89 holding.
WBH Advisory first reported a position in SPDR Gold MiniShares Trust in Q3 2021 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 WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.