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

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

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. 916 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.
916 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.