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

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

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. 917 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.
917 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.