Alvarez & Marsal Private Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Alvarez & Marsal Private Wealth 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	$19.1M	Hold	240,000	–	–	2.51%	12
2026 Q1	$22.2M	Hold	240,000	–	–	3.12%	12
2025 Q4	$20.5M	Buy	+240,000	New	+$19.7M	3.94%	10

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

Alvarez & Marsal Private Wealth Partners's GLDM Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 240,000 shares worth $19.1M. The position accounts for 2.51% of the portfolio, ranked #12.

Alvarez & Marsal Private Wealth Partners first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.2M in Q1 2026. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 240,000 shares of SPDR Gold MiniShares Trust worth $19.1M as of Q2 2026.
Alvarez & Marsal Private Wealth Partners left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 2.51% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #12 holding.
Alvarez & Marsal Private Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
Alvarez & Marsal Private Wealth Partners's SPDR Gold MiniShares Trust position peaked at $22.2M in Q1 2026.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.