Alpha Financial Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Alpha Financial Partners’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	$758K	Buy	9,550 +1,959	+26%	+$175K	0.4%	38
2026 Q1	$704K	Sell	7,591 -569	-7%	-$54.9K	0.42%	36
2025 Q4	$697K	Sell	8,160 -535	-6%	-$44K	0.43%	34
2025 Q3	$665K	Buy	8,695 +1,655	+24%	+$113K	0.43%	38
2025 Q2	$461K	Buy	+7,040	New	+$458K	0.33%	49

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

Alpha Financial Partners's GLDM Position: Q2 2026 in Review

Alpha Financial Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 26% in Q2 2026, buying an estimated $175K and bringing the position to 9,550 shares worth $758K. The position accounts for 0.4% of the portfolio, ranked #38.

Alpha Financial Partners first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Alpha Financial Partners held 9,550 shares of SPDR Gold MiniShares Trust worth $758K as of Q2 2026.
Alpha Financial Partners bought 1,959 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $175K.
SPDR Gold MiniShares Trust made up 0.4% of Alpha Financial Partners's portfolio in Q2 2026, its #38 holding.
Alpha Financial Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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