Bogart Wealth LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bogart Wealth 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	$32.9K	Sell	414 -136	-25%	-$12.1K	﹤0.01%	651
2026 Q1	$51K	Sell	550 -101	-16%	-$9.74K	﹤0.01%	489
2025 Q4	$55.6K	Buy	651 +568	+684%	+$46.7K	﹤0.01%	445
2025 Q3	$6.34K	Buy	83 +52	+168%	+$3.56K	﹤0.01%	926
2025 Q2	$2.03K	Sell	31 -161	-84%	-$10.5K	﹤0.01%	1105
2025 Q1	$11.9K	Buy	192 +18	+10%	+$1.02K	﹤0.01%	705
2024 Q4	$9.05K	Buy	174 +20	+13%	+$1.05K	﹤0.01%	765
2024 Q3	$8.03K	Hold	154	–	–	﹤0.01%	741
2024 Q2	$7.1K	Hold	154	–	–	﹤0.01%	718
2024 Q1	$6.78K	Hold	154	–	–	﹤0.01%	708
2023 Q4	$6.3K	Buy	154 +28	+22%	+$1.1K	﹤0.01%	708
2023 Q3	$4.62K	Hold	126	–	–	﹤0.01%	729
2023 Q2	$4.8K	Buy	126 +55	+77%	+$2.16K	﹤0.01%	719
2023 Q1	$2.78K	Hold	71	–	–	﹤0.01%	846
2022 Q4	$2.57K	Hold	71	–	–	﹤0.01%	774
2022 Q3	$2K	Buy	+71	New	+$2.43K	﹤0.01%	818

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's GLDM Position: Q2 2026 in Review

Bogart Wealth LLC reduced its SPDR Gold MiniShares Trust (GLDM) stake by 25% in Q2 2026, selling an estimated $12.1K and leaving 414 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Bogart Wealth LLC first reported a position in GLDM in Q3 2022 and has held it in 16 quarters since. The position peaked at $55.6K in Q4 2025. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Bogart Wealth LLC held 414 shares of SPDR Gold MiniShares Trust worth $32.9K as of Q2 2026.
Bogart Wealth LLC sold 136 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $12.1K.
SPDR Gold MiniShares Trust made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #651 holding.
Bogart Wealth LLC first reported a position in SPDR Gold MiniShares Trust in Q3 2022 and has held it in 16 quarters since.
Bogart Wealth LLC's SPDR Gold MiniShares Trust position peaked at $55.6K in Q4 2025.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.