WOSD
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WFA of San Diego’s SPDR Gold MiniShares Trust GLDM Stock Holding History

WFA of San Diego’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 		$2.9M Sell
31,291
-2,720
-8% -$262K 2.33% 10
2025
Q4 		$2.9M Sell
34,011
-822
-2% -$67.6K 2.13% 8
2025
Q3 		$2.66M Buy
34,833
+407
+1% +$27.9K 1.82% 13
2025
Q2 		$2.26M Buy
+34,426
New +$2.24M 1.66% 14
2024
Q3 		$1.9M Sell
36,501
-501
-1% -$24.6K 1.6% 16
2024
Q2 		$1.71M Buy
+37,002
New +$1.71M 1.53% 15
2023
Q3 		$1.46M Sell
39,702
-2,172
-5% -$83K 1.51% 16
2023
Q2 		$1.59M Sell
41,874
-5,791
-12% -$227K 1.57% 13
2023
Q1 		$1.86M Sell
47,665
-4,955
-9% -$186K 1.95% 14
2022
Q4 		$1.9M Sell
52,620
-1,379
-3% -$47.4K 1.46% 14
2022
Q3 		$1.78M Buy
53,999
+3,040
+6% +$104K 1.6% 14
2022
Q2 		$1.83M Sell
50,959
-6,127
-11% -$228K 1.57% 14
2022
Q1 		$2.2M Sell
57,086
-575
-1% -$21.5K 1.67% 12
2021
Q4 		$2.1M Buy
57,661
+2,014
+4% +$71.9K 1.22% 17
2021
Q3 		$1.94M Buy
55,647
+1,005
+2% +$35.8K 1.36% 15
2021
Q2 		$1.92M Buy
54,642
+1,177
+2% +$42.5K 1.49% 14
2021
Q1 		$1.82M Sell
53,465
-3,073
-5% -$110K 1.51% 12
2020
Q4 		$18 Buy
56,538
+2,252
+4% +$84.2K ﹤0.01% 88
2020
Q3 		$2.04M Sell
54,286
-74,356
-58% -$2.84M 1.93% 9
2020
Q2 		$4.18M Buy
+128,642
New +$4.4M 0.98% 18

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

WFA of San Diego's GLDM Position: Q1 2026 in Review

WFA of San Diego reduced its SPDR Gold MiniShares Trust (GLDM) stake by 8% in Q1 2026, selling an estimated $262K and leaving 31,291 shares worth $2.9M. The position accounts for 2.33% of the portfolio, ranked #10.

WFA of San Diego first reported a position in GLDM in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.18M in Q2 2020. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • WFA of San Diego held 31,291 shares of SPDR Gold MiniShares Trust worth $2.9M as of Q1 2026.
  • WFA of San Diego sold 2,720 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $262K.
  • SPDR Gold MiniShares Trust made up 2.33% of WFA of San Diego's portfolio in Q1 2026, its #10 holding.
  • WFA of San Diego first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 20 quarters since.
  • WFA of San Diego's SPDR Gold MiniShares Trust position peaked at $4.18M in Q2 2020.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.