Wealthspire Advisors (New York)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealthspire Advisors (New York)’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	$5.61M	Buy	60,572 +28,743	+90%	+$2.77M	0.04%	155
2025 Q4	$2.72M	Buy	31,829 +21,499	+208%	+$1.77M	0.02%	245
2025 Q3	$790K	Buy	10,330 +2,064	+25%	+$141K	﹤0.01%	436
2025 Q2	$542K	Buy	+8,266	New	+$538K	﹤0.01%	521

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $3.37T AUM 44.26% 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 $21.3B AUM 36.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s GLDM Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its SPDR Gold MiniShares Trust (GLDM) stake by 90% in Q1 2026, buying an estimated $2.77M and bringing the position to 60,572 shares worth $5.61M. The position accounts for 0.04% of the portfolio, ranked #155.

Wealthspire Advisors (New York) first reported a position in GLDM in Q2 2025 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Wealthspire Advisors (New York) held 60,572 shares of SPDR Gold MiniShares Trust worth $5.61M as of Q1 2026.
Wealthspire Advisors (New York) bought 28,743 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $2.77M.
SPDR Gold MiniShares Trust made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #155 holding.
Wealthspire Advisors (New York) first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 4 quarters since.
909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.