WealthTrak Capital Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

WealthTrak Capital Management’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	$290K	Sell	3,130 -6,502	-68%	-$627K	0.21%	69
2025 Q4	$822K	Buy	9,632 +851	+10%	+$69.9K	0.59%	42
2025 Q3	$671K	Buy	8,781 +5,163	+143%	+$354K	0.55%	48
2025 Q2	$237K	Sell	3,618 -676	-16%	-$44K	0.2%	70
2025 Q1	$266K	Buy	4,294 +2,021	+89%	+$115K	0.23%	64
2024 Q4	$118K	Buy	+2,273	New	+$120K	0.1%	82

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

WealthTrak Capital Management's GLDM Position: Q1 2026 in Review

WealthTrak Capital Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 68% in Q1 2026, selling an estimated $627K and leaving 3,130 shares worth $290K. The position accounts for 0.21% of the portfolio, ranked #69.

WealthTrak Capital Management first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $822K in Q4 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

WealthTrak Capital Management held 3,130 shares of SPDR Gold MiniShares Trust worth $290K as of Q1 2026.
WealthTrak Capital Management sold 6,502 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $627K.
SPDR Gold MiniShares Trust made up 0.21% of WealthTrak Capital Management's portfolio in Q1 2026, its #69 holding.
WealthTrak Capital Management first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's SPDR Gold MiniShares Trust position peaked at $822K in Q4 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.