Beckerman Institutional’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Beckerman Institutional’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	$3.84M	Sell	48,362 -2,982	-6%	-$266K	1.83%	15
2026 Q1	$4.76M	Sell	51,344 -7,841	-13%	-$756K	2.53%	9
2025 Q4	$5.05M	Sell	59,185 -3,926	-6%	-$323K	2.84%	8
2025 Q3	$4.82M	Sell	63,111 -796	-1%	-$54.6K	2.84%	7
2025 Q2	$4.19M	Sell	63,907 -1,892	-3%	-$123K	2.78%	7
2025 Q1	$4.07M	Buy	65,799 +3,342	+5%	+$190K	2.95%	6
2024 Q4	$3.25M	Buy	62,457 +881	+1%	+$46.5K	2.6%	8
2024 Q3	$3.21M	Buy	+61,576	New	+$3.02M	2.7%	8

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

Beckerman Institutional's GLDM Position: Q2 2026 in Review

Beckerman Institutional reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5.8% in Q2 2026, selling an estimated $266K and leaving 48,362 shares worth $3.84M. The position accounts for 1.83% of the portfolio, ranked #15.

Beckerman Institutional first reported a position in GLDM in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.05M in Q4 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Beckerman Institutional held 48,362 shares of SPDR Gold MiniShares Trust worth $3.84M as of Q2 2026.
Beckerman Institutional sold 2,982 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $266K.
SPDR Gold MiniShares Trust made up 1.83% of Beckerman Institutional's portfolio in Q2 2026, its #15 holding.
Beckerman Institutional first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's SPDR Gold MiniShares Trust position peaked at $5.05M in Q4 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.