Western Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Western Wealth 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	$3.41M	Sell	36,791 -339	-0.9%	-$32.7K	0.13%	164
2025 Q4	$3.17M	Buy	37,130 +12,599	+51%	+$1.04M	0.15%	139
2025 Q3	$1.88M	Buy	24,531 +4,639	+23%	+$318K	0.1%	194
2025 Q2	$1.3M	Buy	19,892 +11,345	+133%	+$738K	0.08%	224
2025 Q1	$529K	Buy	8,547 +2,158	+34%	+$123K	0.04%	375
2024 Q4	$332K	Buy	+6,389	New	+$337K	0.02%	496
2022 Q3	–	Sell	-18,428	Closed	-$640K	–	824
2022 Q2	$640K	Buy	18,428 +3,444	+23%	+$128K	0.04%	408
2022 Q1	$576K	Buy	+14,984	New	+$560K	0.03%	483
2021 Q1	–	Sell	-6,299	Closed	-$239K	–	526
2020 Q4	$239K	Sell	6,299 -1,668	-21%	-$62.4K	0.04%	404
2020 Q3	$300K	Buy	+7,967	New	+$304K	0.05%	334

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

Western Wealth Management's GLDM Position: Q1 2026 in Review

Western Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.91% in Q1 2026, selling an estimated $32.7K and leaving 36,791 shares worth $3.41M. The position accounts for 0.13% of the portfolio, ranked #164.

Western Wealth Management first reported a position in GLDM in Q3 2020 and has held it in 10 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Western Wealth Management held 36,791 shares of SPDR Gold MiniShares Trust worth $3.41M as of Q1 2026.
Western Wealth Management sold 339 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $32.7K.
SPDR Gold MiniShares Trust made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #164 holding.
Western Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 10 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.