Action Point Financial Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Action Point Financial Planning’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	$2.33M	Buy	+29,355	New	+$2.62M	0.24%	93

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

Action Point Financial Planning's GLDM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 29,355 shares worth $2.33M. The stake represents 0.24% of the portfolio and ranks #93 among its holdings.

909 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Action Point Financial Planning held 29,355 shares of SPDR Gold MiniShares Trust worth $2.33M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Action Point Financial Planning position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.24% of Action Point Financial Planning's portfolio in Q2 2026, its #93 holding.
909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.