GLDM — SPDR GOLD MINISHARES TRUST

Ownership history in CW Advisors, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which CW Advisors, LLC reported a position in SPDR GOLD MINISHARES TRUST (GLDM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.72% (2023 Q1)
Avg. % of fund
1.19%
First filed
2021 Q4
Last filed
2025 Q2
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 947,412 -148,629 -13.6% 0.60% $62.1M $65.52
2025 Q1 REDUCED 1,096,041 -28,153 -2.5% 0.81% $67.8M $61.89
2024 Q4 REDUCED 1,124,194 -21,069 -1.8% 0.80% $58.4M $51.99
2024 Q3 REDUCED 1,145,263 -251,596 -18.0% 0.80% $59.7M $52.13
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GLDM price (monthly, adj. close)

Other funds also holding GLDM

As of 2025 Q4 — sorted by position size

Hollow Brook Wealth Management LLC 3Y 7Y 26.91% AIFG Consultants Ltd. 16.02% MEDICI CAPITAL LLC 3Y 13.96% EVOKE WEALTH, LLC 3Y 11.75% American Investment Services, Inc. 3Y 7Y 10.16% Verde Servicos Internacionais S.A. 3Y 7Y 10.03% Piedmont Capital Management, LLC 3Y 9.94% STAPP WEALTH MANAGEMENT, PLLC 3Y 9.51% NavPoint Financial, Inc. 9.31% CONTINUUM WEALTH ADVISORS, LLC 3Y 9.14%
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