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Wealth Alliance’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealth Alliance’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 		$687K Sell
7,416
-1,636
-18% -$158K 0.07% 241
2025
Q4 		$773K Buy
9,052
+5,689
+169% +$468K 0.08% 228
2025
Q3 		$257K Buy
+3,363
New +$230K 0.03% 469

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 Alliance's GLDM Position: Q1 2026 in Review

Wealth Alliance reduced its SPDR Gold MiniShares Trust (GLDM) stake by 18% in Q1 2026, selling an estimated $158K and leaving 7,416 shares worth $687K. The position accounts for 0.07% of the portfolio, ranked #241.

Wealth Alliance first reported a position in GLDM in Q3 2025 and has held it in 3 quarters since. The position peaked at $773K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Wealth Alliance held 7,416 shares of SPDR Gold MiniShares Trust worth $687K as of Q1 2026.
  • Wealth Alliance sold 1,636 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $158K.
  • SPDR Gold MiniShares Trust made up 0.07% of Wealth Alliance's portfolio in Q1 2026, its #241 holding.
  • Wealth Alliance first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 3 quarters since.
  • Wealth Alliance's SPDR Gold MiniShares Trust position peaked at $773K in Q4 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.