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AA Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

AA Financial 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 		$10.8M Buy
136,361
+53,331
+64% +$4.76M 1.3% 17
2026
Q1 		$7.7M Buy
83,030
+56,529
+213% +$5.45M 1.08% 32
2025
Q4 		$2.26M Buy
+26,501
New +$2.18M 0.42% 51

Other funds holding GLDM

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Asset Management One
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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

AA Financial Advisors's GLDM Position: Q2 2026 in Review

AA Financial Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 64% in Q2 2026, buying an estimated $4.76M and bringing the position to 136,361 shares worth $10.8M. The position accounts for 1.3% of the portfolio, ranked #17.

AA Financial Advisors first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. 341 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • AA Financial Advisors held 136,361 shares of SPDR Gold MiniShares Trust worth $10.8M as of Q2 2026.
  • AA Financial Advisors bought 53,331 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $4.76M.
  • SPDR Gold MiniShares Trust made up 1.3% of AA Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • AA Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • 341 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.