AssetMark Inc
GLDM icon

AssetMark Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

AssetMark Inc’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 		$23.3M Sell
293,305
-76,033
-21% -$6.79M 0.04% 332
2026
Q1 		$34.2M Sell
369,338
-188,397
-34% -$18.2M 0.07% 215
2025
Q4 		$47.6M Buy
557,735
+235,004
+73% +$19.3M 0.1% 167
2025
Q3 		$24.7M Sell
322,731
-16,037
-5% -$1.1M 0.05% 268
2025
Q2 		$22.2M Sell
338,768
-141,776
-30% -$9.23M 0.05% 262
2025
Q1 		$29.7M Buy
480,544
+7,444
+2% +$423K 0.08% 198
2024
Q4 		$24.6M Sell
473,100
-11,399
-2% -$601K 0.07% 221
2024
Q3 		$25.3M Sell
484,499
-14,742
-3% -$724K 0.07% 205
2024
Q2 		$23M Sell
499,241
-23,105
-4% -$1.07M 0.07% 206
2024
Q1 		$23M Buy
522,346
+82,263
+19% +$3.38M 0.07% 200
2023
Q4 		$18M Sell
440,083
-14,105
-3% -$553K 0.07% 214
2023
Q3 		$16.7M Sell
454,188
-4,944
-1% -$189K 0.07% 211
2023
Q2 		$17.5M Sell
459,132
-893
-0.2% -$35.1K 0.07% 198
2023
Q1 		$18M Sell
460,025
-98,746
-18% -$3.71M 0.07% 189
2022
Q4 		$20.2M Buy
558,771
+50,334
+10% +$1.73M 0.09% 174
2022
Q3 		$16.8M Sell
508,437
-38,991
-7% -$1.34M 0.08% 174
2022
Q2 		$19.6M Buy
547,428
+3,987
+0.7% +$148K 0.09% 172
2022
Q1 		$20.9M Buy
543,441
+562
+0.1% +$21K 0.09% 182
2021
Q4 		$19.7M Buy
542,879
+15,065
+3% +$538K 0.08% 184
2021
Q3 		$18.4M Buy
527,814
+16,606
+3% +$591K 0.08% 180
2021
Q2 		$18M Buy
511,208
+4,167
+0.8% +$150K 0.08% 190
2021
Q1 		$17.2M Buy
507,041
+63,182
+14% +$2.26M 0.09% 182
2020
Q4 		$16.8M Buy
443,859
+57,381
+15% +$2.15M 0.09% 175
2020
Q3 		$14.5M Buy
386,478
+386,360
+327,424% +$14.7M 0.09% 173
2020
Q2 		$4K Buy
118
+56
+90% +$1.92K ﹤0.01% 973
2020
Q1 		$2K Sell
62
-210
-77% -$6.63K ﹤0.01% 1183
2019
Q4 		$8K Buy
272
+210
+339% +$6.21K ﹤0.01% 1048
2019
Q3 		$2K Hold
62
– – ﹤0.01% 1162
2019
Q2 		$2K Buy
+62
New +$1.62K ﹤0.01% 1159
2019
Q1 		– Sell
-31
Closed -$1K – 1416
2018
Q4 		$1K Buy
+31
New +$761 ﹤0.01% 1308

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc's GLDM Position: Q2 2026 in Review

AssetMark Inc reduced its SPDR Gold MiniShares Trust (GLDM) stake by 21% in Q2 2026, selling an estimated $6.79M and leaving 293,305 shares worth $23.3M. The position accounts for 0.04% of the portfolio, ranked #332.

AssetMark Inc first reported a position in GLDM in Q4 2018 and has held it in 30 quarters since. The position peaked at $47.6M in Q4 2025. 917 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • AssetMark Inc held 293,305 shares of SPDR Gold MiniShares Trust worth $23.3M as of Q2 2026.
  • AssetMark Inc sold 76,033 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $6.79M.
  • SPDR Gold MiniShares Trust made up 0.04% of AssetMark Inc's portfolio in Q2 2026, its #332 holding.
  • AssetMark Inc first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 30 quarters since.
  • AssetMark Inc's SPDR Gold MiniShares Trust position peaked at $47.6M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.