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Brandywine Oak Private Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Brandywine Oak Private Wealth’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 		$18.9M Buy
238,457
+16,744
+8% +$1.5M 1.44% 15
2026
Q1 		$20.6M Sell
221,713
-8,264
-4% -$797K 1.73% 12
2025
Q4 		$19.6M Sell
229,977
-27,956
-11% -$2.3M 1.65% 13
2025
Q3 		$19.7M Sell
257,933
-18,480
-7% -$1.27M 1.71% 13
2025
Q2 		$18.1M Sell
276,413
-9,659
-3% -$629K 1.68% 14
2025
Q1 		$17.7M Sell
286,072
-48,106
-14% -$2.73M 1.74% 14
2024
Q4 		$17.4M Sell
334,178
-18,096
-5% -$954K 1.7% 14
2024
Q3 		$18.4M Sell
352,274
-18,784
-5% -$922K 1.78% 14
2024
Q2 		$17.1M Sell
371,058
-112,127
-23% -$5.2M 1.76% 14
2024
Q1 		$21.3M Sell
483,185
-7,643
-2% -$314K 2.22% 11
2023
Q4 		$20.1M Sell
490,828
-25,269
-5% -$991K 2.23% 11
2023
Q3 		$18.9M Sell
516,097
-11,289
-2% -$432K 2.22% 9
2023
Q2 		$20.1M Buy
527,386
+3,721
+0.7% +$146K 2.25% 10
2023
Q1 		$20.5M Sell
523,665
-5,175
-1% -$194K 2.39% 9
2022
Q4 		$19.1M Sell
528,840
-15,975
-3% -$549K 2.38% 9
2022
Q3 		$18M Buy
544,815
+14,324
+3% +$491K 2.44% 9
2022
Q2 		$19M Sell
530,491
-16,967
-3% -$631K 2.44% 9
2022
Q1 		$21.1M Sell
547,458
-83,730
-13% -$3.13M 2.41% 8
2021
Q4 		$22.5M Sell
631,188
-176,916
-22% -$6.32M 2.46% 7
2021
Q3 		$25.8M Buy
808,104
+17,303
+2% +$616K 2.99% 6
2021
Q2 		$27.9M Buy
790,801
+141,447
+22% +$5.11M 3.25% 6
2021
Q1 		$22.1M Buy
649,354
+10,101
+2% +$361K 3.25% 8
2020
Q4 		$24.2M Buy
+639,253
New +$23.9M 3.69% 5

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brandywine Oak Private Wealth's GLDM Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its SPDR Gold MiniShares Trust (GLDM) stake by 7.6% in Q2 2026, buying an estimated $1.5M and bringing the position to 238,457 shares worth $18.9M. The position accounts for 1.44% of the portfolio, ranked #15.

Brandywine Oak Private Wealth first reported a position in GLDM in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.9M in Q2 2021. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Brandywine Oak Private Wealth held 238,457 shares of SPDR Gold MiniShares Trust worth $18.9M as of Q2 2026.
  • Brandywine Oak Private Wealth bought 16,744 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.5M.
  • SPDR Gold MiniShares Trust made up 1.44% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Brandywine Oak Private Wealth first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 23 quarters since.
  • Brandywine Oak Private Wealth's SPDR Gold MiniShares Trust position peaked at $27.9M in Q2 2021.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.