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Balance Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Balance Wealth’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 		– Sell
-3,904
Closed -$362K – 169
2026
Q1 		$362K Hold
3,904
– – 0.11% 111
2025
Q4 		$333K Sell
3,904
-3,861
-50% -$317K 0.11% 110
2025
Q3 		$594K Buy
+7,765
New +$532K 0.15% 79

Other funds holding GLDM

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Balance Wealth's GLDM Position: Q2 2026 in Review

Balance Wealth sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 3,904 shares — an estimated $362K sold.

Balance Wealth first reported a position in GLDM in Q3 2025 and held it in 3 quarters. The position peaked at $594K in Q3 2025. 310 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Balance Wealth reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
  • Balance Wealth sold 3,904 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $362K.
  • Balance Wealth first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and held it in 3 quarters.
  • Balance Wealth's SPDR Gold MiniShares Trust position peaked at $594K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.