Able Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Able Wealth Management’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	$961K	Sell	12,096 -592	-5%	-$52.9K	0.22%	62
2026 Q1	$1.18M	Buy	12,688 +5,985	+89%	+$577K	0.31%	53
2025 Q4	$572K	Buy	6,703 +2,001	+43%	+$164K	0.18%	66
2025 Q3	$360K	Buy	4,702 +556	+13%	+$38.1K	0.14%	79
2025 Q2	$272K	Buy	+4,146	New	+$270K	0.14%	90

Other funds holding GLDM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Able Wealth Management's GLDM Position: Q2 2026 in Review

Able Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 4.7% in Q2 2026, selling an estimated $52.9K and leaving 12,096 shares worth $961K. The position accounts for 0.22% of the portfolio, ranked #62.

Able Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Able Wealth Management held 12,096 shares of SPDR Gold MiniShares Trust worth $961K as of Q2 2026.
Able Wealth Management sold 592 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $52.9K.
SPDR Gold MiniShares Trust made up 0.22% of Able Wealth Management's portfolio in Q2 2026, its #62 holding.
Able Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
Able Wealth Management's SPDR Gold MiniShares Trust position peaked at $1.18M in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.