Avidian Wealth Enterprises’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Avidian Wealth Enterprises’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	$442K	Buy	5,563 +617	+12%	+$55.1K	0.01%	504
2026 Q1	$458K	Sell	4,946 -6,865	-58%	-$662K	0.01%	455
2025 Q4	$1.01M	Sell	11,811 -2,490	-17%	-$205K	0.04%	222
2025 Q3	$1.09M	Buy	14,301 +5,806	+68%	+$398K	0.04%	207
2025 Q2	$557K	Sell	8,495 -2,691	-24%	-$175K	0.02%	311
2025 Q1	$692K	Buy	11,186 +5,684	+103%	+$323K	0.03%	245
2024 Q4	$286K	Buy	+5,502	New	+$290K	0.01%	408

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

Avidian Wealth Enterprises's GLDM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q2 2026, buying an estimated $55.1K and bringing the position to 5,563 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #504.

Avidian Wealth Enterprises first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2025. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Avidian Wealth Enterprises held 5,563 shares of SPDR Gold MiniShares Trust worth $442K as of Q2 2026.
Avidian Wealth Enterprises bought 617 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $55.1K.
SPDR Gold MiniShares Trust made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #504 holding.
Avidian Wealth Enterprises first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Avidian Wealth Enterprises's SPDR Gold MiniShares Trust position peaked at $1.09M in Q3 2025.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.