Brown Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Brown Financial Advisors’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	$2.11M	Sell	26,599 -2,396	-8%	-$214K	0.74%	38
2026 Q1	$2.69M	Buy	28,995 +2,515	+9%	+$243K	1.02%	25
2025 Q4	$2.26M	Sell	26,480 -1,171	-4%	-$96.2K	0.83%	36
2025 Q3	$2.11M	Sell	27,651 -631	-2%	-$43.2K	0.78%	43
2025 Q2	$1.85M	Sell	28,282 -649	-2%	-$42.2K	0.72%	47
2025 Q1	$1.79M	Sell	28,931 -1,083	-4%	-$61.5K	0.74%	47
2024 Q4	$1.56M	Sell	30,014 -1,332	-4%	-$70.2K	0.63%	48
2024 Q3	$1.63M	Buy	31,346 +1,302	+4%	+$63.9K	0.67%	48
2024 Q2	$1.38M	Buy	+30,044	New	+$1.39M	0.62%	57

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

Brown Financial Advisors's GLDM Position: Q2 2026 in Review

Brown Financial Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 8.3% in Q2 2026, selling an estimated $214K and leaving 26,599 shares worth $2.11M. The position accounts for 0.74% of the portfolio, ranked #38.

Brown Financial Advisors first reported a position in GLDM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.69M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Brown Financial Advisors held 26,599 shares of SPDR Gold MiniShares Trust worth $2.11M as of Q2 2026.
Brown Financial Advisors sold 2,396 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $214K.
SPDR Gold MiniShares Trust made up 0.74% of Brown Financial Advisors's portfolio in Q2 2026, its #38 holding.
Brown Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's SPDR Gold MiniShares Trust position peaked at $2.69M in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.