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

Accurate 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 		$216K Buy
+2,654
New +$237K 0.02% 532
2025
Q4 		– Sell
-2,696
Closed -$221K – 516
2025
Q3 		$221K Buy
+2,696
New +$185K 0.03% 462

Other funds holding GLDM

Sumitomo Mitsui Trust Group
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
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

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

Accurate Wealth Management opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 2,654 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #532 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in GLDM as recently as Q3 2025.

Accurate Wealth Management first reported a position in GLDM in Q3 2025 and has held it in 2 quarters since. The position peaked at $221K in Q3 2025. 416 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Accurate Wealth Management held 2,654 shares of SPDR Gold MiniShares Trust worth $216K as of Q2 2026.
  • SPDR Gold MiniShares Trust was a new Accurate Wealth Management position in Q2 2026.
  • SPDR Gold MiniShares Trust made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #532 holding.
  • Accurate Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 2 quarters since.
  • Accurate Wealth Management's SPDR Gold MiniShares Trust position peaked at $221K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.