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

Axxcess 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	$607K	Buy	7,640 +4,530	+146%	+$404K	0.01%	664
2026 Q1	$288K	Sell	3,110 -2,613	-46%	-$252K	0.01%	339
2025 Q4	$489K	Sell	5,723 -2,145	-27%	-$176K	0.01%	708
2025 Q3	$602K	Sell	7,868 -1,314	-14%	-$90K	0.01%	575
2025 Q2	$602K	Sell	9,182 -2,687	-23%	-$175K	0.01%	544
2025 Q1	$735K	Buy	11,869 +2,134	+22%	+$121K	0.02%	465
2024 Q4	$506K	Sell	9,735 -1,990	-17%	-$105K	0.01%	542
2024 Q3	$611K	Buy	11,725 +1,281	+12%	+$62.9K	0.02%	505
2024 Q2	$481K	Buy	10,444 +4,094	+64%	+$190K	0.01%	528
2024 Q1	$280K	Sell	6,350 -3,186	-33%	-$131K	0.01%	688
2023 Q4	$390K	Buy	+9,536	New	+$374K	0.01%	573
2023 Q3	–	Sell	-15,590	Closed	-$594K	–	815
2023 Q2	$594K	Buy	+15,590	New	+$612K	0.04%	315

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Axxcess Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 146% in Q2 2026, buying an estimated $404K and bringing the position to 7,640 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #664.

Axxcess Wealth Management first reported a position in GLDM in Q2 2023 and has held it in 12 quarters since. The position peaked at $735K in Q1 2025. 558 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Axxcess Wealth Management held 7,640 shares of SPDR Gold MiniShares Trust worth $607K as of Q2 2026.
Axxcess Wealth Management bought 4,530 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $404K.
SPDR Gold MiniShares Trust made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #664 holding.
Axxcess Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 12 quarters since.
Axxcess Wealth Management's SPDR Gold MiniShares Trust position peaked at $735K in Q1 2025.
558 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.