WAS
GLDM icon

Wealth Advisory Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealth Advisory Solutions’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 		$11.1M Sell
119,983
-12,606
-10% -$1.22M 2.48% 10
2025
Q4 		$11.3M Sell
132,589
-3,213
-2% -$264K 2.64% 10
2025
Q3 		$10.4M Buy
135,802
+4,896
+4% +$336K 2.51% 10
2025
Q2 		$8.58M Sell
130,906
-2,157
-2% -$140K 2.17% 12
2025
Q1 		$8.24M Sell
133,063
-2,964
-2% -$168K 2.18% 11
2024
Q4 		$7.07M Sell
136,027
-4,718
-3% -$249K 1.98% 12
2024
Q3 		$7.34M Buy
140,745
+168
+0.1% +$8.25K 2.02% 12
2024
Q2 		$6.48M Sell
140,577
-270,170
-66% -$12.5M 1.76% 13
2024
Q1 		$19M Buy
+410,747
New +$16.9M 4.92% 4
2023
Q4 		– Sell
-140,415
Closed -$5.15M – 89
2023
Q3 		$5.15M Sell
140,415
-4,354
-3% -$166K 1.01% 28
2023
Q2 		$5.51M Buy
144,769
+1,032
+0.7% +$40.5K 1.47% 19
2023
Q1 		$5.62M Buy
143,737
+1,202
+0.8% +$45.2K 1.49% 18
2022
Q4 		$5.16M Sell
142,535
-2,172
-2% -$74.6K 1.39% 18
2022
Q3 		$4.77M Buy
144,707
+5,006
+4% +$172K 1.32% 18
2022
Q2 		$5.01M Buy
139,701
+807
+0.6% +$30K 1.23% 24
2022
Q1 		$5.34M Buy
+138,894
New +$5.19M 1.11% 29
2021
Q3 		$2.46M Buy
70,489
+13,008
+23% +$463K 0.55% 50
2021
Q2 		$2.02M Buy
57,481
+2,952
+5% +$107K 0.48% 59
2021
Q1 		$2K Buy
54,529
+3,588
+7% +$128K ﹤0.01% 107
2020
Q4 		$1.93M Sell
50,941
-60
-0.1% -$2.24K 0.52% 53
2020
Q3 		$1.92M Buy
51,001
+6,722
+15% +$256K 0.51% 58
2020
Q2 		$1.57M Buy
44,279
+3,453
+8% +$118K 0.44% 67
2020
Q1 		$1.28M Sell
40,826
-22,685
-36% -$716K 0.44% 68
2019
Q4 		$1.92M Buy
+63,511
New +$1.88M 0.51% 61

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

Wealth Advisory Solutions's GLDM Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its SPDR Gold MiniShares Trust (GLDM) stake by 9.5% in Q1 2026, selling an estimated $1.22M and leaving 119,983 shares worth $11.1M. The position accounts for 2.48% of the portfolio, ranked #10.

Wealth Advisory Solutions first reported a position in GLDM in Q4 2019 and has held it in 24 quarters since. The position peaked at $19M in Q1 2024. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Wealth Advisory Solutions held 119,983 shares of SPDR Gold MiniShares Trust worth $11.1M as of Q1 2026.
  • Wealth Advisory Solutions sold 12,606 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.22M.
  • SPDR Gold MiniShares Trust made up 2.48% of Wealth Advisory Solutions's portfolio in Q1 2026, its #10 holding.
  • Wealth Advisory Solutions first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 24 quarters since.
  • Wealth Advisory Solutions's SPDR Gold MiniShares Trust position peaked at $19M in Q1 2024.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.