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

Avior 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 		$7.29M Buy
91,749
+541
+0.6% +$48.3K 0.19% 108
2026
Q1 		$8.45M Sell
91,208
-2,146
-2% -$207K 0.24% 89
2025
Q4 		$7.97M Sell
93,354
-11,348
-11% -$933K 0.25% 79
2025
Q3 		$8M Sell
104,702
-1,051
-1% -$72K 0.26% 74
2025
Q2 		$6.93M Sell
105,753
-4,858
-4% -$316K 0.24% 78
2025
Q1 		$6.85M Sell
110,611
-1,975
-2% -$112K 0.26% 74
2024
Q4 		$5.85M Sell
112,586
-130
-0.1% -$6.86K 0.21% 83
2024
Q3 		$5.88M Sell
112,716
-258
-0.2% -$12.7K 0.23% 81
2024
Q2 		$5.21M Buy
112,974
+8,024
+8% +$372K 0.22% 81
2024
Q1 		$4.62M Buy
104,950
+6,452
+7% +$265K 0.21% 88
2023
Q4 		$4.03M Buy
98,498
+7,670
+8% +$301K 0.24% 82
2023
Q3 		$3.33M Buy
90,828
+5,273
+6% +$202K 0.23% 83
2023
Q2 		$3.26M Buy
85,555
+1,276
+2% +$50.1K 0.21% 91
2023
Q1 		$3.3M Buy
84,279
+3,044
+4% +$114K 0.23% 88
2022
Q4 		$2.94M Buy
81,235
+4,595
+6% +$158K 0.22% 92
2022
Q3 		$2.53M Buy
76,640
+3,999
+6% +$137K 0.21% 92
2022
Q2 		$2.61M Buy
72,641
+2,541
+4% +$94.5K 0.26% 81
2022
Q1 		$2.7M Buy
70,100
+2,988
+4% +$112K 0.23% 90
2021
Q4 		$2.44M Buy
67,112
+7,002
+12% +$250K 0.2% 99
2021
Q3 		$2.1M Buy
60,110
+8,030
+15% +$286K 0.17% 106
2021
Q2 		$1.83M Buy
52,080
+4,861
+10% +$176K 0.18% 112
2021
Q1 		$1.6M Buy
47,219
+13,271
+39% +$474K 0.17% 119
2020
Q4 		$1.28M Buy
33,948
+3,172
+10% +$119K 0.16% 132
2020
Q3 		$1.16M Buy
30,776
+1,415
+5% +$54K 0.17% 130
2020
Q2 		$1.04M Buy
29,361
+3,797
+15% +$130K 0.16% 136
2020
Q1 		$803K Buy
25,564
+8,681
+51% +$274K 0.16% 143
2019
Q4 		$511K Buy
16,883
+13,612
+416% +$403K 0.08% 220
2019
Q3 		$96K Buy
+3,271
New +$96.3K 0.02% 412

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

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

Avior Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.59% in Q2 2026, buying an estimated $48.3K and bringing the position to 91,749 shares worth $7.29M. The position accounts for 0.19% of the portfolio, ranked #108.

Avior Wealth Management first reported a position in GLDM in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.45M in Q1 2026. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Avior Wealth Management held 91,749 shares of SPDR Gold MiniShares Trust worth $7.29M as of Q2 2026.
  • Avior Wealth Management bought 541 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $48.3K.
  • SPDR Gold MiniShares Trust made up 0.19% of Avior Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Avior Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and has held it in 28 quarters since.
  • Avior Wealth Management's SPDR Gold MiniShares Trust position peaked at $8.45M in Q1 2026.
  • 910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.