Betterment LLC
GLDM icon

Betterment LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Betterment LLC’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 		$1.64M Buy
20,687
+2,537
+14% +$227K ﹤0.01% 278
2026
Q1 		$1.68M Buy
18,150
+9,017
+99% +$870K ﹤0.01% 253
2025
Q4 		$780K Buy
+9,133
New +$751K ﹤0.01% 333
2025
Q3 		– Sell
-3,685
Closed -$241K – 527
2025
Q2 		$241K Sell
3,685
-7,577
-67% -$493K ﹤0.01% 466
2025
Q1 		$697K Sell
11,262
-233
-2% -$13.2K ﹤0.01% 300
2024
Q4 		$598K Sell
11,495
-31
-0.3% -$1.64K ﹤0.01% 303
2024
Q3 		$601K Sell
11,526
-239
-2% -$11.7K ﹤0.01% 293
2024
Q2 		$542K Buy
11,765
+439
+4% +$20.3K ﹤0.01% 278
2024
Q1 		$499K Buy
11,326
+926
+9% +$38K ﹤0.01% 260
2023
Q4 		$425K Sell
10,400
-94
-0.9% -$3.69K ﹤0.01% 241
2023
Q3 		$385K Sell
10,494
-1,183
-10% -$45.2K ﹤0.01% 236
2023
Q2 		$445K Sell
11,677
-37,900
-76% -$1.49M ﹤0.01% 207
2023
Q1 		$1.94M Sell
49,577
-1,869
-4% -$70.2K 0.01% 125
2022
Q4 		$1.86M Sell
51,446
-2,615
-5% -$89.9K 0.01% 121
2022
Q3 		$1.94M Hold
54,061
– – 0.01% 118
2022
Q2 		$1.94M Sell
54,061
-2,646
-5% -$98.4K 0.01% 118
2022
Q1 		$2.18M Sell
56,707
-6,980
-11% -$261K 0.01% 118
2021
Q4 		$2.32M Sell
63,687
-1,463
-2% -$52.2K 0.01% 115
2021
Q3 		$2.27M Sell
65,150
-8,653
-12% -$308K 0.01% 109
2021
Q2 		$2.6M Buy
+73,803
New +$2.66M 0.01% 99

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

Betterment LLC's GLDM Position: Q2 2026 in Review

Betterment LLC increased its SPDR Gold MiniShares Trust (GLDM) stake by 14% in Q2 2026, buying an estimated $227K and bringing the position to 20,687 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Betterment LLC first reported a position in GLDM in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.6M in Q2 2021. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Betterment LLC held 20,687 shares of SPDR Gold MiniShares Trust worth $1.64M as of Q2 2026.
  • Betterment LLC bought 2,537 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $227K.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #278 holding.
  • Betterment LLC first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and has held it in 20 quarters since.
  • Betterment LLC's SPDR Gold MiniShares Trust position peaked at $2.6M in Q2 2021.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.