Cassaday & Co Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cassaday & Co 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	$265M	Buy	3,334,702 +6,342	+0.2%	+$566K	4.97%	6
2026 Q1	$309M	Sell	3,328,360 -48,907	-1%	-$4.72M	6.57%	2
2025 Q4	$288M	Sell	3,377,267 -30,498	-0.9%	-$2.51M	6.08%	4
2025 Q3	$261M	Buy	3,407,765 +1,416	+0%	+$97K	6.01%	4
2025 Q2	$223M	Sell	3,406,349 -2,321,003	-41%	-$151M	5.59%	5
2025 Q1	$354M	Sell	5,727,352 -17,074	-0.3%	-$970K	9.97%	2
2024 Q4	$299M	Buy	5,744,426 +106,433	+2%	+$5.61M	8.15%	2
2024 Q3	$294M	Buy	+5,637,993	New	+$277M	8.31%	2
2023 Q3	–	Sell	-5,250,656	Closed	-$200M	–	270
2023 Q2	$200M	Buy	5,250,656 +14,872	+0.3%	+$584K	7.93%	2
2023 Q1	$205M	Buy	5,235,784 +29,871	+0.6%	+$1.12M	8.73%	2
2022 Q4	$188M	Buy	+5,205,913	New	+$179M	8.7%	2

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

Cassaday & Co Wealth Management's GLDM Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.19% in Q2 2026, buying an estimated $566K and bringing the position to 3,334,702 shares worth $265M. The position accounts for 4.97% of the portfolio, ranked #6.

Cassaday & Co Wealth Management first reported a position in GLDM in Q4 2022 and has held it in 11 quarters since. The position peaked at $354M in Q1 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Cassaday & Co Wealth Management held 3,334,702 shares of SPDR Gold MiniShares Trust worth $265M as of Q2 2026.
Cassaday & Co Wealth Management bought 6,342 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $566K.
SPDR Gold MiniShares Trust made up 4.97% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #6 holding.
Cassaday & Co Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 11 quarters since.
Cassaday & Co Wealth Management's SPDR Gold MiniShares Trust position peaked at $354M in Q1 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.