Advyzon Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Advyzon Investment 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	$845K	Buy	10,644 +1,788	+20%	+$160K	0.06%	303
2026 Q1	$821K	Sell	8,856 -7,421	-46%	-$716K	0.07%	266
2025 Q4	$1.39M	Sell	16,277 -281	-2%	-$23.1K	0.16%	136
2025 Q3	$1.27M	Sell	16,558 -1,964	-11%	-$135K	0.22%	105
2025 Q2	$1.21M	Sell	18,522 -2,196	-11%	-$143K	0.27%	79
2025 Q1	$1.28M	Sell	20,718 -1,755	-8%	-$99.7K	0.45%	40
2024 Q4	$1.17M	Buy	+22,473	New	+$1.18M	0.45%	39

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

Advyzon Investment Management's GLDM Position: Q2 2026 in Review

Advyzon Investment Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 20% in Q2 2026, buying an estimated $160K and bringing the position to 10,644 shares worth $845K. The position accounts for 0.06% of the portfolio, ranked #303.

Advyzon Investment Management first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Advyzon Investment Management held 10,644 shares of SPDR Gold MiniShares Trust worth $845K as of Q2 2026.
Advyzon Investment Management bought 1,788 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $160K.
SPDR Gold MiniShares Trust made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #303 holding.
Advyzon Investment Management first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's SPDR Gold MiniShares Trust position peaked at $1.39M in Q4 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.