Beaumont Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Beaumont Financial 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	–	Sell	-77,062	Closed	-$7.14M	–	390
2026 Q1	$7.14M	Sell	77,062 -18,522	-19%	-$1.79M	0.49%	50
2025 Q4	$8.16M	Buy	95,584 +1	+0%	+$82	0.54%	42
2025 Q3	$7.31M	Sell	95,583 -4,371	-4%	-$300K	0.49%	43
2025 Q2	$6.55M	Sell	99,954 -23,154	-19%	-$1.51M	0.47%	44
2025 Q1	$7.62M	Sell	123,108 -3,704	-3%	-$210K	0.6%	43
2024 Q4	$6.59M	Buy	126,812 +17,533	+16%	+$925K	0.49%	45
2024 Q3	$5.7M	Buy	109,279 +1,243	+1%	+$61K	0.45%	49
2024 Q2	$4.98M	Buy	+108,036	New	+$5.01M	0.4%	52
2023 Q3	–	Sell	-373,992	Closed	-$14.2M	–	333
2023 Q2	$14.2M	Sell	373,992 -17,554	-4%	-$689K	1.32%	24
2023 Q1	$15.3M	Buy	+391,546	New	+$14.7M	1.55%	19
2022 Q3	–	Sell	-278,597	Closed	-$10M	–	314
2022 Q2	$10M	Buy	278,597 +10,140	+4%	+$377K	0.9%	31
2022 Q1	$10.3M	Buy	+268,457	New	+$10M	0.79%	39
2020 Q4	–	Sell	-16,620	Closed	-$625K	–	344
2020 Q3	$625K	Buy	+16,620	New	+$634K	0.06%	179

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

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Beaumont Financial Advisors's GLDM Position: Q2 2026 in Review

Beaumont Financial Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 77,062 shares — an estimated $7.14M sold.

Beaumont Financial Advisors first reported a position in GLDM in Q3 2020 and held it in 13 quarters. The position peaked at $15.3M in Q1 2023. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Beaumont Financial Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 77,062 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $7.14M.
Beaumont Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and held it in 13 quarters.
Beaumont Financial Advisors's SPDR Gold MiniShares Trust position peaked at $15.3M in Q1 2023.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.