Bartlett & Co Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bartlett & Co 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	$458K	Buy	5,768 +5,620	+3,797%	+$502K	0.01%	360
2026 Q1	$13.2K	Hold	148	–	–	﹤0.01%	880
2025 Q4	$12.6K	Hold	148	–	–	﹤0.01%	898
2025 Q3	$11.3K	Hold	148	–	–	﹤0.01%	903
2025 Q2	$9.7K	Buy	+148	New	+$9.63K	﹤0.01%	920

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

Bartlett & Co Wealth Management's GLDM Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 3,797% in Q2 2026, buying an estimated $502K and bringing the position to 5,768 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #360.

Bartlett & Co Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Bartlett & Co Wealth Management held 5,768 shares of SPDR Gold MiniShares Trust worth $458K as of Q2 2026.
Bartlett & Co Wealth Management bought 5,620 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $502K.
SPDR Gold MiniShares Trust made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #360 holding.
Bartlett & Co Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.