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Spdr Gold Minishares Trust shares owned by KWB Wealth

Quarter-by-quarter ownership of Spdr Gold Minishares Trust (GLDM) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Spdr Gold Minishares Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Gold Minishares Trust held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Gold Minishares Trust by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 84k 65.52
2025-06-30 $4.8M 78k 61.89
2025-03-31 $2.1M 41k 51.99

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

Top funds holding Spdr Gold Minishares Trust

Sumitomo Mitsui Trust Holdings
Morgan Stanley
Evoke Wealth
Empower Advisory Group
Wells Fargo & Company
Diam
Cassaday & Co Wealth Management
UBS Group
LPL Financial
State Street Corporation
3EDGE Asset Management
Ameriprise Financial
Principal Financial Group
Evergreen Quality Fund GP
Advisor Group Holdings

View all funds holding Spdr Gold Minishares Trust