AP
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Appleton Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Appleton 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 		$623K Buy
7,848
+45
+0.6% +$4.02K 0.04% 181
2026
Q1 		$723K Buy
7,803
+202
+3% +$19.5K 0.05% 165
2025
Q4 		$649K Buy
7,601
+402
+6% +$33K 0.04% 170
2025
Q3 		$550K Buy
7,199
+1,779
+33% +$122K 0.04% 177
2025
Q2 		$355K Sell
5,420
-208
-4% -$13.5K 0.03% 210
2025
Q1 		$348K Buy
5,628
+44
+0.8% +$2.5K 0.03% 208
2024
Q4 		$290K Sell
5,584
-150
-3% -$7.91K 0.02% 221
2024
Q3 		$299K Sell
5,734
-725
-11% -$35.6K 0.02% 219
2024
Q2 		$298K Sell
6,459
-300
-4% -$13.9K 0.02% 221
2024
Q1 		$298K Sell
6,759
-1,081
-14% -$44.4K 0.02% 228
2023
Q4 		$321K Hold
7,840
– – 0.03% 234
2023
Q3 		$287K Buy
7,840
+20
+0.3% +$765 0.03% 246
2023
Q2 		$298K Buy
7,820
+17
+0.2% +$667 0.03% 243
2023
Q1 		$305K Hold
7,803
– – 0.03% 250
2022
Q4 		$282K Sell
7,803
-490
-6% -$16.8K 0.03% 261
2022
Q3 		$274K Buy
+8,293
New +$284K 0.03% 251

Other funds holding GLDM

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Appleton Partners's GLDM Position: Q2 2026 in Review

Appleton Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.58% in Q2 2026, buying an estimated $4.02K and bringing the position to 7,848 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #181.

Appleton Partners first reported a position in GLDM in Q3 2022 and has held it in 16 quarters since. The position peaked at $723K in Q1 2026. 239 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Appleton Partners held 7,848 shares of SPDR Gold MiniShares Trust worth $623K as of Q2 2026.
  • Appleton Partners bought 45 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $4.02K.
  • SPDR Gold MiniShares Trust made up 0.04% of Appleton Partners's portfolio in Q2 2026, its #181 holding.
  • Appleton Partners first reported a position in SPDR Gold MiniShares Trust in Q3 2022 and has held it in 16 quarters since.
  • Appleton Partners's SPDR Gold MiniShares Trust position peaked at $723K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.