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Allen Capital Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Allen Capital Group’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 		$9.64M Buy
121,388
+118,993
+4,968% +$10.6M 0.78% 28
2026
Q1 		$222K Hold
2,395
– – 0.02% 258
2025
Q4 		$204K Buy
+2,395
New +$197K 0.02% 265

Other funds holding GLDM

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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
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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Allen Capital Group's GLDM Position: Q2 2026 in Review

Allen Capital Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 4,968% in Q2 2026, buying an estimated $10.6M and bringing the position to 121,388 shares worth $9.64M. The position accounts for 0.78% of the portfolio, ranked #28.

Allen Capital Group first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Allen Capital Group held 121,388 shares of SPDR Gold MiniShares Trust worth $9.64M as of Q2 2026.
  • Allen Capital Group bought 118,993 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $10.6M.
  • SPDR Gold MiniShares Trust made up 0.78% of Allen Capital Group's portfolio in Q2 2026, its #28 holding.
  • Allen Capital Group first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.