Asset Dedication LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Asset Dedication LLC’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	$16.7K	Hold	210	–	–	﹤0.01%	694
2026 Q1	$19.5K	Buy	210 +105	+100%	+$10.1K	﹤0.01%	653
2025 Q4	$8.96K	Hold	105	–	–	﹤0.01%	801
2025 Q3	$8.03K	Buy	+105	New	+$7.2K	﹤0.01%	835

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

Asset Dedication LLC's GLDM Position: Q2 2026 in Review

Asset Dedication LLC held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 210 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Asset Dedication LLC first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.5K in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Asset Dedication LLC held 210 shares of SPDR Gold MiniShares Trust worth $16.7K as of Q2 2026.
Asset Dedication LLC left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #694 holding.
Asset Dedication LLC first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
Asset Dedication LLC's SPDR Gold MiniShares Trust position peaked at $19.5K in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.