Brookwood Investment Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Brookwood Investment Group’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	$274K	Sell	3,448 -90	-3%	-$8.04K	0.03%	418
2026 Q1	$328K	Sell	3,538 -843	-19%	-$81.3K	0.04%	375
2025 Q4	$374K	Buy	+4,381	New	+$360K	0.04%	347
2025 Q3	–	Sell	-4,938	Closed	-$324K	–	508
2025 Q2	$324K	Buy	+4,938	New	+$321K	0.05%	319

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

Brookwood Investment Group's GLDM Position: Q2 2026 in Review

Brookwood Investment Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.5% in Q2 2026, selling an estimated $8.04K and leaving 3,448 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #418.

Brookwood Investment Group first reported a position in GLDM in Q2 2025 and has held it in 4 quarters since. The position peaked at $374K in Q4 2025. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Brookwood Investment Group held 3,448 shares of SPDR Gold MiniShares Trust worth $274K as of Q2 2026.
Brookwood Investment Group sold 90 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $8.04K.
SPDR Gold MiniShares Trust made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #418 holding.
Brookwood Investment Group first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 4 quarters since.
Brookwood Investment Group's SPDR Gold MiniShares Trust position peaked at $374K in Q4 2025.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.