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Beacon Pointe Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Beacon Pointe 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 		$2.4M Buy
30,199
+2,312
+8% +$206K 0.01% 704
2026
Q1 		$2.58M Sell
27,887
-13,911
-33% -$1.34M 0.01% 655
2025
Q4 		$3.57M Sell
41,798
-23,835
-36% -$1.96M 0.03% 472
2025
Q3 		$5.02M Buy
65,633
+32,228
+96% +$2.21M 0.04% 344
2025
Q2 		$2.19M Sell
33,405
-1,236
-4% -$80.4K 0.02% 472
2025
Q1 		$2.14M Sell
34,641
-300
-0.9% -$17K 0.02% 443
2024
Q4 		$1.82M Sell
34,941
-1,173
-3% -$61.9K 0.02% 484
2024
Q3 		$1.88M Sell
36,114
-259
-0.7% -$12.7K 0.02% 484
2024
Q2 		$1.68M Sell
36,373
-1,477
-4% -$68.4K 0.02% 513
2024
Q1 		$1.67M Buy
37,850
+1,109
+3% +$45.6K 0.02% 536
2023
Q4 		$1.5M Sell
36,741
-2,745
-7% -$108K 0.02% 553
2023
Q3 		$1.45M Buy
+39,486
New +$1.51M 0.02% 532
2023
Q1 		– Sell
-50,634
Closed -$1.83M – 1171
2022
Q4 		$1.83M Sell
50,634
-25,247
-33% -$868K 0.04% 373
2022
Q3 		$2.5M Sell
75,881
-21,940
-22% -$752K 0.06% 271
2022
Q2 		$3.52M Sell
97,821
-6,224
-6% -$232K 0.07% 233
2022
Q1 		$4M Buy
104,045
+73,696
+243% +$2.75M 0.05% 293
2021
Q4 		$1.1M Buy
30,349
+1,325
+5% +$47.3K 0.03% 367
2021
Q3 		$1.01M Buy
+29,024
New +$1.03M 0.03% 406

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Pointe Advisors's GLDM Position: Q2 2026 in Review

Beacon Pointe Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 8.3% in Q2 2026, buying an estimated $206K and bringing the position to 30,199 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #704.

Beacon Pointe Advisors first reported a position in GLDM in Q3 2021 and has held it in 18 quarters since. The position peaked at $5.02M in Q3 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Beacon Pointe Advisors held 30,199 shares of SPDR Gold MiniShares Trust worth $2.4M as of Q2 2026.
  • Beacon Pointe Advisors bought 2,312 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $206K.
  • SPDR Gold MiniShares Trust made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #704 holding.
  • Beacon Pointe Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's SPDR Gold MiniShares Trust position peaked at $5.02M in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.