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WCG Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

WCG Wealth 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 		$2.46M Sell
26,519
-918
-3% -$88.5K 0.07% 243
2025
Q4 		$2.34M Buy
27,437
+10,220
+59% +$840K 0.07% 237
2025
Q3 		$1.32M Sell
17,217
-114
-0.7% -$7.81K 0.08% 201
2025
Q2 		$1.14M Buy
17,331
+2,176
+14% +$142K 0.07% 215
2025
Q1 		$938K Sell
15,155
-1,386
-8% -$78.7K 0.07% 204
2024
Q4 		$860K Buy
16,541
+3,759
+29% +$198K 0.06% 219
2024
Q3 		$666K Buy
12,782
+686
+6% +$33.7K 0.05% 250
2024
Q2 		$558K Buy
12,096
+1,036
+9% +$48K 0.04% 232
2024
Q1 		$487K Buy
11,060
+573
+5% +$23.5K 0.04% 221
2023
Q4 		$429K Sell
10,487
-814
-7% -$31.9K 0.03% 259
2023
Q3 		$450K Sell
11,301
-4,390
-28% -$168K 0.03% 243
2023
Q2 		$589K Sell
15,691
-2,334
-13% -$91.6K 0.07% 136
2023
Q1 		$705K Sell
18,025
-1,580
-8% -$59.4K 0.09% 128
2022
Q4 		$710K Sell
19,605
-473,502
-96% -$16.3M 0.1% 126
2022
Q3 		$17.3M Sell
493,107
-7,929
-2% -$272K 2.28% 9
2022
Q2 		$18M Buy
+501,036
New +$18.6M 2.5% 7

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 $530B 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 $5.57B 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 $666B AUM 30.12% 1-Year Est. Return

WCG Wealth Advisors's GLDM Position: Q1 2026 in Review

WCG Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.3% in Q1 2026, selling an estimated $88.5K and leaving 26,519 shares worth $2.46M. The position accounts for 0.07% of the portfolio, ranked #243.

WCG Wealth Advisors first reported a position in GLDM in Q2 2022 and has held it in 16 quarters since. The position peaked at $18M in Q2 2022. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • WCG Wealth Advisors held 26,519 shares of SPDR Gold MiniShares Trust worth $2.46M as of Q1 2026.
  • WCG Wealth Advisors sold 918 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $88.5K.
  • SPDR Gold MiniShares Trust made up 0.07% of WCG Wealth Advisors's portfolio in Q1 2026, its #243 holding.
  • WCG Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $18M in Q2 2022.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.