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Cabot Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cabot Wealth 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 		$7.7M Buy
96,935
+6,935
+8% +$619K 0.78% 49
2026
Q1 		$8.34M Buy
90,000
+16,206
+22% +$1.56M 0.96% 42
2025
Q4 		$6.3M Buy
73,794
+1,598
+2% +$131K 0.7% 49
2025
Q3 		$5.52M Buy
72,196
+2,230
+3% +$153K 0.61% 51
2025
Q2 		$4.58M Buy
69,966
+1,976
+3% +$129K 0.55% 53
2025
Q1 		$4.21M Buy
67,990
+1,727
+3% +$98.1K 0.54% 53
2024
Q4 		$3.45M Buy
66,263
+3,776
+6% +$199K 0.44% 62
2024
Q3 		$3.26M Buy
62,487
+4,875
+8% +$239K 0.41% 63
2024
Q2 		$2.66M Buy
57,612
+1,509
+3% +$69.9K 0.35% 67
2024
Q1 		$2.47M Sell
56,103
-10,702
-16% -$440K 0.32% 66
2023
Q4 		$2.73M Buy
66,805
+197
+0.3% +$7.72K 0.38% 65
2023
Q3 		$2.44M Buy
66,608
+129
+0.2% +$4.93K 0.37% 67
2023
Q2 		$2.53M Buy
66,479
+238
+0.4% +$9.34K 0.38% 64
2023
Q1 		$2.59M Buy
66,241
+1,514
+2% +$56.9K 0.41% 61
2022
Q4 		$2.34M Sell
64,727
-3,664
-5% -$126K 0.4% 64
2022
Q3 		$2.26M Buy
68,391
+2,323
+4% +$79.6K 0.38% 65
2022
Q2 		$2.37M Buy
66,068
+1,006
+2% +$37.4K 0.38% 64
2022
Q1 		$2.5M Buy
65,062
+15,945
+32% +$595K 0.34% 70
2021
Q4 		$1.79M Buy
49,117
+3,951
+9% +$141K 0.23% 88
2021
Q3 		$1.58M Buy
45,166
+3,074
+7% +$109K 0.21% 87
2021
Q2 		$1.48M Buy
42,092
+2,468
+6% +$89.1K 0.2% 85
2021
Q1 		$1.35M Buy
39,624
+9,596
+32% +$343K 0.19% 86
2020
Q4 		$1.14M Sell
30,028
-19,324
-39% -$722K 0.17% 80
2020
Q3 		$1.86M Buy
49,352
+32,571
+194% +$1.24M 0.34% 64
2020
Q2 		$596K Buy
+16,781
New +$574K 0.12% 86

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

Cabot Wealth Management's GLDM Position: Q2 2026 in Review

Cabot Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 7.7% in Q2 2026, buying an estimated $619K and bringing the position to 96,935 shares worth $7.7M. The position accounts for 0.78% of the portfolio, ranked #49.

Cabot Wealth Management first reported a position in GLDM in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.34M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Cabot Wealth Management held 96,935 shares of SPDR Gold MiniShares Trust worth $7.7M as of Q2 2026.
  • Cabot Wealth Management bought 6,935 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $619K.
  • SPDR Gold MiniShares Trust made up 0.78% of Cabot Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Cabot Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 25 quarters since.
  • Cabot Wealth Management's SPDR Gold MiniShares Trust position peaked at $8.34M in Q1 2026.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.