Austin Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Austin Wealth Management’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	$17.4M	Buy	218,666 +15,189	+7%	+$1.36M	3.67%	8
2026 Q1	$18.7M	Sell	203,477 -83,002	-29%	-$8.01M	4.26%	6
2025 Q4	$25.4M	Buy	286,479 +9,720	+4%	+$799K	3.75%	7
2025 Q3	$22.5M	Buy	276,759 +7,765	+3%	+$532K	3.53%	7
2025 Q2	$17.5M	Buy	268,994 +6,962	+3%	+$453K	3.12%	9
2025 Q1	$17.3M	Buy	262,032 +3,719	+1%	+$211K	3.48%	8
2024 Q4	$13.8M	Buy	258,313 +9,625	+4%	+$508K	2.87%	8
2024 Q3	$13.1M	Buy	248,688 +8,664	+4%	+$425K	2.87%	8
2024 Q2	$11.5M	Buy	240,024 +7,053	+3%	+$327K	2.69%	10
2024 Q1	$11M	Buy	232,971 +10,911	+5%	+$448K	2.72%	10
2023 Q4	$8.86M	Buy	+222,060	New	+$8.71M	2.38%	12

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

Austin Wealth Management's GLDM Position: Q2 2026 in Review

Austin Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 7.5% in Q2 2026, buying an estimated $1.36M and bringing the position to 218,666 shares worth $17.4M. The position accounts for 3.67% of the portfolio, ranked #8.

Austin Wealth Management first reported a position in GLDM in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.4M in Q4 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Austin Wealth Management held 218,666 shares of SPDR Gold MiniShares Trust worth $17.4M as of Q2 2026.
Austin Wealth Management bought 15,189 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.36M.
SPDR Gold MiniShares Trust made up 3.67% of Austin Wealth Management's portfolio in Q2 2026, its #8 holding.
Austin Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 11 quarters since.
Austin Wealth Management's SPDR Gold MiniShares Trust position peaked at $25.4M in Q4 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.