B.O.S.S. Retirement Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

B.O.S.S. Retirement Advisors’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	$428K	Buy	5,388 +258	+5%	+$23K	0.12%	105
2026 Q1	$476K	Sell	5,130 -17,259	-77%	-$1.66M	0.14%	96
2025 Q4	$1.91M	Buy	22,389 +16,274	+266%	+$1.34M	0.6%	41
2025 Q3	$467K	Buy	+6,115	New	+$419K	0.11%	130
2023 Q4	–	Sell	-17,108	Closed	-$627K	–	254
2023 Q3	$627K	Buy	17,108 +635	+4%	+$24.3K	0.14%	181
2023 Q2	$627K	Buy	16,473 +840	+5%	+$33K	0.13%	178
2023 Q1	$611K	Sell	15,633 -1,186	-7%	-$44.5K	0.14%	168
2022 Q4	$609K	Buy	+16,819	New	+$578K	0.16%	162

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

B.O.S.S. Retirement Advisors's GLDM Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 5% in Q2 2026, buying an estimated $23K and bringing the position to 5,388 shares worth $428K. The position accounts for 0.12% of the portfolio, ranked #105.

B.O.S.S. Retirement Advisors first reported a position in GLDM in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.91M in Q4 2025. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

B.O.S.S. Retirement Advisors held 5,388 shares of SPDR Gold MiniShares Trust worth $428K as of Q2 2026.
B.O.S.S. Retirement Advisors bought 258 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $23K.
SPDR Gold MiniShares Trust made up 0.12% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #105 holding.
B.O.S.S. Retirement Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 8 quarters since.
B.O.S.S. Retirement Advisors's SPDR Gold MiniShares Trust position peaked at $1.91M in Q4 2025.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.