Bell Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bell Investment 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	$316K	Hold	3,985	–	–	0.05%	108
2026 Q1	$369K	Hold	3,985	–	–	0.06%	95
2025 Q4	$340K	Hold	3,985	–	–	0.05%	95
2025 Q3	$305K	Hold	3,985	–	–	0.05%	100
2025 Q2	$261K	Hold	3,985	–	–	0.04%	103
2025 Q1	$247K	Hold	3,985	–	–	0.05%	98
2024 Q4	$207K	Hold	3,985	–	–	0.04%	108
2024 Q3	$208K	Hold	3,985	–	–	0.04%	104
2024 Q2	$184K	Hold	3,985	–	–	0.04%	106
2024 Q1	$176K	Hold	3,985	–	–	0.03%	106
2023 Q4	$163K	Hold	3,985	–	–	0.03%	103
2023 Q3	$146K	Buy	3,985 +3,200	+408%	+$122K	0.03%	102
2023 Q2	$29.9K	Hold	785	–	–	0.01%	232
2023 Q1	$30.7K	Buy	+785	New	+$29.5K	0.01%	226

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

Bell Investment Advisors's GLDM Position: Q2 2026 in Review

Bell Investment Advisors held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 3,985 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #108.

Bell Investment Advisors first reported a position in GLDM in Q1 2023 and has held it in 14 quarters since. The position peaked at $369K in Q1 2026. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Bell Investment Advisors held 3,985 shares of SPDR Gold MiniShares Trust worth $316K as of Q2 2026.
Bell Investment Advisors left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.05% of Bell Investment Advisors's portfolio in Q2 2026, its #108 holding.
Bell Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 14 quarters since.
Bell Investment Advisors's SPDR Gold MiniShares Trust position peaked at $369K in Q1 2026.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.