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Willis Johnson & Associates’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Willis Johnson & Associates’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 		– Sell
-4,374
Closed -$373K – 202
2025
Q4 		$373K Sell
4,374
-3,717
-46% -$305K 0.02% 120
2025
Q3 		$619K Sell
8,091
-980
-11% -$67.2K 0.04% 94
2025
Q2 		$594K Buy
+9,071
New +$590K 0.04% 91

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

Willis Johnson & Associates's GLDM Position: Q1 2026 in Review

Willis Johnson & Associates sold out of SPDR Gold MiniShares Trust (GLDM) in Q1 2026, closing a stake of 4,374 shares — an estimated $373K sold.

Willis Johnson & Associates first reported a position in GLDM in Q2 2025 and held it in 3 quarters. The position peaked at $619K in Q3 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Willis Johnson & Associates reported no remaining SPDR Gold MiniShares Trust position as of Q1 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 4,374 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $373K.
  • Willis Johnson & Associates first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and held it in 3 quarters.
  • Willis Johnson & Associates's SPDR Gold MiniShares Trust position peaked at $619K in Q3 2025.
  • 905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.