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Birch Capital Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Birch Capital Management’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 		$213K Sell
2,678
-62
-2% -$5.54K 0.1% 57
2026
Q1 		$254K Hold
2,740
– – 0.13% 53
2025
Q4 		$234K Hold
2,740
– – 0.12% 55
2025
Q3 		$209K Hold
2,740
– – 0.11% 55
2025
Q2 		$180K Hold
2,740
– – 0.09% 57
2025
Q1 		$170K Sell
2,740
-3,272
-54% -$186K 0.09% 58
2024
Q4 		$313K Sell
6,012
-1
-0% -$53 0.16% 55
2024
Q3 		$313K Hold
6,013
– – 0.15% 55
2024
Q2 		$277K Hold
6,013
– – 0.14% 55
2024
Q1 		$265K Buy
6,013
+2,480
+70% +$102K 0.14% 57
2023
Q4 		$145K Buy
3,533
+1,472
+71% +$57.7K 0.08% 60
2023
Q3 		$75.6K Hold
2,061
– – 0.05% 68
2023
Q2 		$78.5K Hold
2,061
– – 0.05% 69
2023
Q1 		$80.6K Hold
2,061
– – 0.05% 72
2022
Q4 		$74.6K Hold
2,061
– – 0.05% 72
2022
Q3 		$68K Hold
2,061
– – 0.05% 69
2022
Q2 		$73.9K Hold
2,061
– – 0.05% 68
2022
Q1 		$79K Sell
2,061
-1
-0% -$37 0.05% 75
2021
Q4 		$75K Buy
2,062
+1,802
+693% +$64.4K 0.05% 75
2021
Q3 		$9K Hold
260
– – 0.01% 80
2021
Q2 		$9K Hold
260
– – 0.01% 79
2021
Q1 		$9K Hold
260
– – 0.01% 79
2020
Q4 		$10K Buy
+260
New +$9.72K 0.01% 79

Other funds holding GLDM

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Birch Capital Management's GLDM Position: Q2 2026 in Review

Birch Capital Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.3% in Q2 2026, selling an estimated $5.54K and leaving 2,678 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #57.

Birch Capital Management first reported a position in GLDM in Q4 2020 and has held it in 23 quarters since. The position peaked at $313K in Q3 2024. 390 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Birch Capital Management held 2,678 shares of SPDR Gold MiniShares Trust worth $213K as of Q2 2026.
  • Birch Capital Management sold 62 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $5.54K.
  • SPDR Gold MiniShares Trust made up 0.1% of Birch Capital Management's portfolio in Q2 2026, its #57 holding.
  • Birch Capital Management first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 23 quarters since.
  • Birch Capital Management's SPDR Gold MiniShares Trust position peaked at $313K in Q3 2024.
  • 390 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.