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

BFSG 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 		$149K Hold
1,877
– – 0.01% 330
2026
Q1 		$174K Hold
1,877
– – 0.02% 295
2025
Q4 		$160K Hold
1,877
– – 0.02% 293
2025
Q3 		$143K Hold
1,877
– – 0.01% 307
2025
Q2 		$123K Hold
1,877
– – 0.01% 304
2025
Q1 		$116K Hold
1,877
– – 0.01% 298
2024
Q4 		$97.6K Hold
1,877
– – 0.01% 316
2024
Q3 		$97.8K Hold
1,877
– – 0.01% 327
2024
Q2 		$86.5K Hold
1,877
– – 0.01% 324
2024
Q1 		$82.7K Hold
1,877
– – 0.01% 337
2023
Q4 		$76.8K Buy
+1,877
New +$73.6K 0.01% 322

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

BFSG LLC's GLDM Position: Q2 2026 in Review

BFSG LLC held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 1,877 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #330.

BFSG LLC first reported a position in GLDM in Q4 2023 and has held it in 11 quarters since. The position peaked at $174K in Q1 2026. 184 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • BFSG LLC held 1,877 shares of SPDR Gold MiniShares Trust worth $149K as of Q2 2026.
  • BFSG LLC left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #330 holding.
  • BFSG LLC first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's SPDR Gold MiniShares Trust position peaked at $174K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.