Allworth Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Allworth Financial’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	–	Sell	-27,066	Closed	-$2.51M	–	5260
2026 Q1	$2.51M	Buy	+27,066	New	+$2.61M	0.01%	484
2025 Q4	–	Sell	-25,508	Closed	-$1.95M	–	5123
2025 Q3	$1.95M	Sell	25,508 -148	-0.6%	-$10.1K	0.01%	502
2025 Q2	$1.68M	Buy	25,656 +23,008	+869%	+$1.5M	0.01%	528
2025 Q1	$175K	Buy	2,648 +12	+0.5%	+$682	﹤0.01%	993
2024 Q4	$144K	Buy	2,636 +216	+9%	+$11.4K	﹤0.01%	1086
2024 Q3	$126K	Sell	2,420 -156	-6%	-$7.66K	﹤0.01%	980
2024 Q2	$122K	Sell	2,576 -3,027	-54%	-$140K	﹤0.01%	995
2024 Q1	$247K	Buy	5,603 +4,580	+448%	+$188K	﹤0.01%	716
2023 Q4	$41.8K	Hold	1,023	–	–	﹤0.01%	1261
2023 Q3	$37.5K	Hold	1,023	–	–	﹤0.01%	1224
2023 Q2	$39K	Hold	1,023	–	–	﹤0.01%	1209
2023 Q1	$40K	Buy	1,023 +1	+0.1%	+$38	﹤0.01%	1154
2022 Q4	$37K	Hold	1,022	–	–	﹤0.01%	1130
2022 Q3	$34K	Hold	1,022	–	–	﹤0.01%	1097
2022 Q2	$37K	Buy	1,022 +1,000	+4,545%	+$37.2K	﹤0.01%	999
2022 Q1	$1K	Sell	22 -1	-4%	-$37	﹤0.01%	1932
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	1817
2021 Q3	$1K	Buy	+23	New	+$819	﹤0.01%	1755

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

Allworth Financial's GLDM Position: Q2 2026 in Review

Allworth Financial sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 27,066 shares — an estimated $2.51M sold.

Allworth Financial first reported a position in GLDM in Q3 2021 and held it in 18 quarters. The position peaked at $2.51M in Q1 2026. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Allworth Financial reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 27,066 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $2.51M.
Allworth Financial first reported a position in SPDR Gold MiniShares Trust in Q3 2021 and held it in 18 quarters.
Allworth Financial's SPDR Gold MiniShares Trust position peaked at $2.51M in Q1 2026.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.