Cerity Partners
GLDM icon

Cerity Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cerity Partners’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 		$159M Buy
2,003,763
+736,302
+58% +$65.7M 0.19% 109
2026
Q1 		$117M Buy
1,267,461
+85,890
+7% +$8.28M 0.17% 118
2025
Q4 		$101M Sell
1,181,571
-21,687
-2% -$1.78M 0.15% 138
2025
Q3 		$92M Buy
1,203,258
+136,995
+13% +$9.39M 0.15% 140
2025
Q2 		$69.9M Buy
1,066,263
+72,854
+7% +$4.74M 0.12% 158
2025
Q1 		$61.5M Buy
993,409
+156,804
+19% +$8.91M 0.12% 161
2024
Q4 		$43.5M Buy
836,605
+13,420
+2% +$708K 0.09% 184
2024
Q3 		$42.9M Buy
823,185
+277,404
+51% +$13.6M 0.1% 191
2024
Q2 		$25.2M Buy
545,781
+26,098
+5% +$1.21M 0.07% 246
2024
Q1 		$22.9M Sell
519,683
-12,594
-2% -$517K 0.06% 270
2023
Q4 		$21.8M Buy
532,277
+108,739
+26% +$4.26M 0.07% 233
2023
Q3 		$15.5M Sell
423,538
-33,711
-7% -$1.29M 0.08% 225
2023
Q2 		$17.4M Buy
457,249
+34,385
+8% +$1.35M 0.07% 251
2023
Q1 		$16.5M Buy
+422,864
New +$15.9M 0.04% 270
2021
Q4 		– Sell
-27,756
Closed -$969K – 1034
2021
Q3 		$969K Buy
27,756
+4,301
+18% +$153K 0.02% 367
2021
Q2 		$826K Buy
23,455
+793
+3% +$28.6K 0.02% 392
2021
Q1 		$771K Sell
22,662
-677
-3% -$24.2K 0.02% 380
2020
Q4 		$884K Buy
23,339
+977
+4% +$36.5K 0.03% 320
2020
Q3 		$841K Buy
22,362
+2,589
+13% +$98.7K 0.03% 264
2020
Q2 		$702K Buy
19,773
+10,520
+114% +$360K 0.04% 240
2020
Q1 		$291K Hold
9,253
– – 0.02% 345
2019
Q4 		$280K Buy
+9,253
New +$274K 0.01% 441

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Cerity Partners's GLDM Position: Q2 2026 in Review

Cerity Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 58% in Q2 2026, buying an estimated $65.7M and bringing the position to 2,003,763 shares worth $159M. The position accounts for 0.19% of the portfolio, ranked #109.

Cerity Partners first reported a position in GLDM in Q4 2019 and has held it in 22 quarters since. 839 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Cerity Partners held 2,003,763 shares of SPDR Gold MiniShares Trust worth $159M as of Q2 2026.
  • Cerity Partners bought 736,302 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $65.7M.
  • SPDR Gold MiniShares Trust made up 0.19% of Cerity Partners's portfolio in Q2 2026, its #109 holding.
  • Cerity Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 22 quarters since.
  • 839 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.