Avid Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Avid Wealth 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	$13.1M	Buy	164,747 +10,423	+7%	+$931K	6.33%	5
2026 Q1	$14.3M	Sell	154,324 -1,832	-1%	-$177K	6.76%	4
2025 Q4	$13.3M	Sell	156,156 -9,722	-6%	-$799K	6.51%	4
2025 Q3	$12.7M	Buy	165,878 +9,357	+6%	+$641K	6.3%	7
2025 Q2	$10.3M	Buy	156,521 +500	+0.3%	+$32.5K	5.87%	7
2025 Q1	$9.66M	Buy	156,021 +49	+0%	+$2.78K	6.55%	4
2024 Q4	$8.11M	Sell	155,972 -9,159	-6%	-$483K	5.76%	7
2024 Q3	$8.61M	Buy	165,131 +5,583	+3%	+$274K	6.09%	5
2024 Q2	$7.35M	Sell	159,548 -10,136	-6%	-$470K	5.71%	4
2024 Q1	$7.47M	Buy	169,684 +5,923	+4%	+$243K	6%	4
2023 Q4	$6.7M	Buy	+163,761	New	+$6.42M	6.64%	7

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

Avid Wealth Partners's GLDM Position: Q2 2026 in Review

Avid Wealth Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 6.8% in Q2 2026, buying an estimated $931K and bringing the position to 164,747 shares worth $13.1M. The position accounts for 6.33% of the portfolio, ranked #5.

Avid Wealth Partners first reported a position in GLDM in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.3M in Q1 2026. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Avid Wealth Partners held 164,747 shares of SPDR Gold MiniShares Trust worth $13.1M as of Q2 2026.
Avid Wealth Partners bought 10,423 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $931K.
SPDR Gold MiniShares Trust made up 6.33% of Avid Wealth Partners's portfolio in Q2 2026, its #5 holding.
Avid Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 11 quarters since.
Avid Wealth Partners's SPDR Gold MiniShares Trust position peaked at $14.3M in Q1 2026.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.