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Annex Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Annex Advisory Services’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 		$487K Sell
6,126
-220
-3% -$19.6K 0.01% 261
2026
Q1 		$588K Buy
6,346
+747
+13% +$72K 0.01% 232
2025
Q4 		$478K Buy
+5,599
New +$460K 0.01% 251

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Annex Advisory Services's GLDM Position: Q2 2026 in Review

Annex Advisory Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.5% in Q2 2026, selling an estimated $19.6K and leaving 6,126 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #261.

Annex Advisory Services first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $588K in Q1 2026. 170 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Annex Advisory Services held 6,126 shares of SPDR Gold MiniShares Trust worth $487K as of Q2 2026.
  • Annex Advisory Services sold 220 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $19.6K.
  • SPDR Gold MiniShares Trust made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #261 holding.
  • Annex Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • Annex Advisory Services's SPDR Gold MiniShares Trust position peaked at $588K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.