Barrett & Company’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Barrett & Company’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	$49.4K	Hold	622	–	–	0.01%	317
2026 Q1	$57.7K	Sell	622 -398	-39%	-$38.4K	0.02%	272
2025 Q4	$87.1K	Hold	1,020	–	–	0.03%	222
2025 Q3	$78K	Hold	1,020	–	–	0.03%	241
2025 Q2	$66.8K	Hold	1,020	–	–	0.03%	258
2025 Q1	$63.1K	Hold	1,020	–	–	0.03%	240
2024 Q4	$53K	Hold	1,020	–	–	0.02%	260
2024 Q3	$53.2K	Buy	+1,020	New	+$50.1K	0.02%	252

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

Barrett & Company's GLDM Position: Q2 2026 in Review

Barrett & Company held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 622 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #317.

Barrett & Company first reported a position in GLDM in Q3 2024 and has held it in 8 quarters since. The position peaked at $87.1K in Q4 2025. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Barrett & Company held 622 shares of SPDR Gold MiniShares Trust worth $49.4K as of Q2 2026.
Barrett & Company left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #317 holding.
Barrett & Company first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 8 quarters since.
Barrett & Company's SPDR Gold MiniShares Trust position peaked at $87.1K in Q4 2025.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.