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Choate Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Choate Investment 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 		$2.19M Hold
27,598
– – 0.04% 166
2026
Q1 		$2.56M Sell
27,598
-2,923
-10% -$282K 0.05% 143
2025
Q4 		$2.61M Buy
30,521
+4,096
+16% +$337K 0.05% 133
2025
Q3 		$2.02M Buy
26,425
+448
+2% +$30.7K 0.04% 148
2025
Q2 		$1.7M Buy
25,977
+1,169
+5% +$76.1K 0.04% 154
2025
Q1 		$1.54M Buy
24,808
+13,780
+125% +$783K 0.04% 154
2024
Q4 		$573K Hold
11,028
– – 0.01% 252
2024
Q3 		$575K Hold
11,028
– – 0.01% 250
2024
Q2 		$508K Hold
11,028
– – 0.01% 248
2024
Q1 		$486K Sell
11,028
-14,732
-57% -$605K 0.01% 268
2023
Q4 		$1.05M Hold
25,760
– – 0.03% 179
2023
Q3 		$944K Hold
25,760
– – 0.04% 168
2023
Q2 		$981K Hold
25,760
– – 0.04% 143
2023
Q1 		$1.01M Hold
25,760
– – 0.05% 126
2022
Q4 		$932K Sell
25,760
-11,956
-32% -$411K 0.06% 130
2022
Q3 		$1.24M Sell
37,716
-15
-0% -$514 0.08% 93
2022
Q2 		$1.35M Buy
+37,731
New +$1.4M 0.08% 97
2022
Q1 		– Sell
-37,732
Closed -$1.37M – 367
2021
Q4 		$1.37M Hold
37,732
– – 0.08% 114
2021
Q3 		$1.32M Sell
37,732
-958
-2% -$34.1K 0.08% 100
2021
Q2 		$1.36M Hold
38,690
– – 0.08% 102
2021
Q1 		$1.31M Sell
38,690
-51,501
-57% -$1.84M 0.08% 97
2020
Q4 		$3.42M Buy
90,191
+620
+0.7% +$23.2K 0.21% 44
2020
Q3 		$3.37M Buy
89,571
+67,792
+311% +$2.58M 0.22% 41
2020
Q2 		$774K Buy
21,779
+7,086
+48% +$242K 0.06% 121
2020
Q1 		$462K Buy
+14,693
New +$464K 0.04% 154

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

Choate Investment Advisors's GLDM Position: Q2 2026 in Review

Choate Investment Advisors held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 27,598 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #166.

Choate Investment Advisors first reported a position in GLDM in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.42M in Q4 2020. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Choate Investment Advisors held 27,598 shares of SPDR Gold MiniShares Trust worth $2.19M as of Q2 2026.
  • Choate Investment Advisors left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up 0.04% of Choate Investment Advisors's portfolio in Q2 2026, its #166 holding.
  • Choate Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and has held it in 25 quarters since.
  • Choate Investment Advisors's SPDR Gold MiniShares Trust position peaked at $3.42M in Q4 2020.
  • 919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.