Alliance Wealth Advisors (Utah)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Alliance Wealth Advisors (Utah)’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	$13.2M	Buy	+166,580	New	+$14.9M	2.49%	10
2026 Q1	–	Sell	-87,251	Closed	-$7.45M	–	244
2025 Q4	$7.45M	Buy	+87,251	New	+$7.17M	1.61%	10
2025 Q3	–	Sell	-107,086	Closed	-$7.02M	–	290
2025 Q2	$7.02M	Buy	107,086 +35,463	+50%	+$2.31M	1.69%	8
2025 Q1	$4.43M	Buy	71,623 +5,924	+9%	+$336K	1.16%	17
2024 Q4	$3.42M	Sell	65,699 -64,407	-50%	-$3.4M	0.88%	34
2024 Q3	$6.78M	Buy	130,106 +30,218	+30%	+$1.48M	1.78%	5
2024 Q2	$4.6M	Buy	99,888 +41,660	+72%	+$1.93M	1.35%	12
2024 Q1	$2.56M	Buy	58,228 +30,043	+107%	+$1.23M	0.77%	45
2023 Q4	$1.15M	Sell	28,185 -16,410	-37%	-$643K	0.39%	67
2023 Q3	$1.63M	Sell	44,595 -11,924	-21%	-$456K	0.61%	53
2023 Q2	$2.15M	Sell	56,519 -10,770	-16%	-$423K	0.8%	36
2023 Q1	$2.63M	Buy	67,289 +45,657	+211%	+$1.72M	1.06%	21
2022 Q4	$783K	Buy	+21,632	New	+$743K	0.35%	73

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

Alliance Wealth Advisors (Utah)'s GLDM Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 166,580 shares worth $13.2M. The stake represents 2.49% of the portfolio and ranks #10 among its holdings. This is a return to the name: Alliance Wealth Advisors (Utah) previously reported a position in GLDM as recently as Q4 2025.

Alliance Wealth Advisors (Utah) first reported a position in GLDM in Q4 2022 and has held it in 13 quarters since. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Alliance Wealth Advisors (Utah) held 166,580 shares of SPDR Gold MiniShares Trust worth $13.2M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
SPDR Gold MiniShares Trust made up 2.49% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #10 holding.
Alliance Wealth Advisors (Utah) first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 13 quarters since.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.