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

AE 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 		$22M Buy
277,490
+28,100
+11% +$2.51M 0.1% 213
2026
Q1 		$23.1M Sell
249,390
-81,260
-25% -$7.84M 0.13% 178
2025
Q4 		$28.2M Buy
330,650
+89,313
+37% +$7.34M 0.16% 137
2025
Q3 		$18.5M Buy
241,337
+71,845
+42% +$4.92M 0.12% 187
2025
Q2 		$11.1M Sell
169,492
-6,625
-4% -$431K 0.08% 238
2025
Q1 		$10.9M Buy
176,117
+48,275
+38% +$2.74M 0.09% 230
2024
Q4 		$6.65M Buy
127,842
+76,682
+150% +$4.04M 0.06% 292
2024
Q3 		$2.67M Sell
51,160
-15,635
-23% -$768K 0.02% 457
2024
Q2 		$3.08M Buy
66,795
+7,552
+13% +$350K 0.03% 431
2024
Q1 		$2.61M Sell
59,243
-694,711
-92% -$28.5M 0.03% 436
2023
Q4 		$30.2M Sell
753,954
-179,054
-19% -$7.02M 0.15% 137
2023
Q3 		$34.2M Buy
933,008
+71,780
+8% +$2.74M 0.2% 112
2023
Q2 		$32.8M Buy
861,228
+26,923
+3% +$1.06M 0.2% 112
2023
Q1 		$32.6M Buy
834,305
+113,761
+16% +$4.27M 0.21% 103
2022
Q4 		$26.1M Buy
720,544
+374,309
+108% +$12.9M 0.19% 122
2022
Q3 		$11.4M Buy
346,235
+299,322
+638% +$10.3M 0.09% 236
2022
Q2 		$1.68M Sell
46,913
-237,928
-84% -$8.85M 0.01% 720
2022
Q1 		$11M Buy
284,841
+202,572
+246% +$7.56M 0.08% 265
2021
Q4 		$2.99M Buy
82,269
+67,560
+459% +$2.41M 0.02% 566
2021
Q3 		$514K Buy
14,709
+2,198
+18% +$78.2K ﹤0.01% 1161
2021
Q2 		$441K Sell
12,511
-3,602
-22% -$130K ﹤0.01% 1186
2021
Q1 		$548K Sell
16,113
-18,706
-54% -$668K 0.01% 988
2020
Q4 		$1.32M Buy
34,819
+23,399
+205% +$875K 0.02% 622
2020
Q3 		$429K Sell
11,420
-66,484
-85% -$2.53M 0.01% 933
2020
Q2 		$2.77M Buy
77,904
+69,634
+842% +$2.38M 0.04% 324
2020
Q1 		$260K Buy
+8,270
New +$261K 0.01% 925

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

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

AE Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 11% in Q2 2026, buying an estimated $2.51M and bringing the position to 277,490 shares worth $22M. The position accounts for 0.1% of the portfolio, ranked #213.

AE Wealth Management first reported a position in GLDM in Q1 2020 and has held it in 26 quarters since. The position peaked at $34.2M in Q3 2023. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • AE Wealth Management held 277,490 shares of SPDR Gold MiniShares Trust worth $22M as of Q2 2026.
  • AE Wealth Management bought 28,100 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $2.51M.
  • SPDR Gold MiniShares Trust made up 0.1% of AE Wealth Management's portfolio in Q2 2026, its #213 holding.
  • AE Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and has held it in 26 quarters since.
  • AE Wealth Management's SPDR Gold MiniShares Trust position peaked at $34.2M in Q3 2023.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.