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WFA Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

WFA Asset 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
2025
Q1 		– Sell
-287
Closed -$14.9K – 241
2024
Q4 		$14.9K Buy
+287
New +$15.1K 0.01% 165

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WFA Asset Management's GLDM Position: Q1 2025 in Review

WFA Asset Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2025, closing a stake of 287 shares — an estimated $14.9K sold.

WFA Asset Management first reported a position in GLDM in Q4 2024 and held it in 1 quarter. The position peaked at $14.9K in Q4 2024. 616 funds tracked by Wall St. Rank hold GLDM as of Q1 2025.

  • WFA Asset Management reported no remaining SPDR Gold MiniShares Trust position as of Q1 2025 after selling out during the quarter.
  • WFA Asset Management sold 287 SPDR Gold MiniShares Trust shares in Q1 2025, an estimated $14.9K.
  • WFA Asset Management first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and held it in 1 quarter.
  • WFA Asset Management's SPDR Gold MiniShares Trust position peaked at $14.9K in Q4 2024.
  • 616 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2025.

Based on WFA Asset Management's 13F filing for Q1 2025, filed 14 Apr 2025.