4Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

4Wealth Advisors’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 Q2	$883K	Buy	11,114 +1,561	+16%	+$139K	0.68%	42
2026 Q1	$853K	Sell	9,553 -20	-0.2%	-$1.93K	0.73%	39
2025 Q4	$817K	Buy	9,573 +285	+3%	+$23.4K	0.7%	42
2025 Q3	$710K	Sell	9,288 -8	-0.1%	-$548	0.63%	50
2025 Q2	$609K	Sell	9,296 -212	-2%	-$13.8K	0.62%	55
2025 Q1	$588K	Sell	9,508 -750	-7%	-$42.6K	0.64%	50
2024 Q4	$533K	Buy	+10,258	New	+$541K	0.53%	62

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

4Wealth Advisors's GLDM Position: Q2 2026 in Review

4Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 16% in Q2 2026, buying an estimated $139K and bringing the position to 11,114 shares worth $883K. The position accounts for 0.68% of the portfolio, ranked #42.

4Wealth Advisors first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

4Wealth Advisors held 11,114 shares of SPDR Gold MiniShares Trust worth $883K as of Q2 2026.
4Wealth Advisors bought 1,561 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $139K.
SPDR Gold MiniShares Trust made up 0.68% of 4Wealth Advisors's portfolio in Q2 2026, its #42 holding.
4Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
436 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.