AWA
GLDM icon

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

Acorn Wealth 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 		$902K Hold
11,352
– – 0.22% 101
2026
Q1 		$1.05M Buy
11,352
+225
+2% +$21.7K 0.31% 71
2025
Q4 		$950K Sell
11,127
-8
-0.1% -$657 0.28% 76
2025
Q3 		$851K Sell
11,135
-2,185
-16% -$150K 0.27% 87
2025
Q2 		$873K Sell
13,320
-155
-1% -$10.1K 0.32% 73
2025
Q1 		$834K Sell
13,475
-24
-0.2% -$1.36K 0.35% 65
2024
Q4 		$702K Sell
13,499
-3,311
-20% -$175K 0.29% 78
2024
Q3 		$876K Sell
16,810
-2,833
-14% -$139K 0.38% 57
2024
Q2 		$905K Hold
19,643
– – 0.45% 47
2024
Q1 		$865K Buy
19,643
+1,401
+8% +$57.6K 0.45% 48
2023
Q4 		$746K Sell
18,242
-2,252
-11% -$88.3K 0.44% 49
2023
Q3 		$751K Sell
20,494
-1,597
-7% -$61K 0.5% 47
2023
Q2 		$841K Sell
22,091
-467
-2% -$18.3K 0.57% 40
2023
Q1 		$882K Sell
22,558
-501
-2% -$18.8K 0.65% 38
2022
Q4 		$835K Sell
23,059
-2,120
-8% -$72.8K 0.64% 40
2022
Q3 		$830K Buy
25,179
+28
+0.1% +$960 0.68% 35
2022
Q2 		$902K Buy
+25,151
New +$936K 0.71% 32
2022
Q1 		– Sell
-34,073
Closed -$1.24M – 179
2021
Q4 		$1.24M Buy
34,073
+2,956
+9% +$106K 0.79% 32
2021
Q3 		$1.09M Buy
31,117
+1,726
+6% +$61.4K 0.76% 34
2021
Q2 		$1.03M Buy
29,391
+2,180
+8% +$78.7K 0.72% 32
2021
Q1 		$925K Buy
27,211
+4,055
+18% +$145K 0.66% 39
2020
Q4 		$877K Buy
23,156
+1,414
+7% +$52.9K 0.69% 34
2020
Q3 		$817K Buy
21,742
+7,815
+56% +$298K 0.72% 31
2020
Q2 		$495K Buy
13,927
+1,411
+11% +$48.3K 0.46% 48
2020
Q1 		$411K Buy
+12,516
New +$395K 0.46% 47

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Acorn Wealth Advisors held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 11,352 shares worth $902K. The position accounts for 0.22% of the portfolio, ranked #101.

Acorn Wealth Advisors first reported a position in GLDM in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.24M in Q4 2021. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Acorn Wealth Advisors held 11,352 shares of SPDR Gold MiniShares Trust worth $902K as of Q2 2026.
  • Acorn Wealth Advisors left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up 0.22% of Acorn Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Acorn Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and has held it in 25 quarters since.
  • Acorn Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $1.24M in Q4 2021.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.