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

Collaborative 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	$3.69M	Buy	46,477 +8,098	+21%	+$723K	1.55%	16
2026 Q1	$3.56M	Buy	38,379 +5,981	+18%	+$577K	1.63%	15
2025 Q4	$2.77M	Buy	32,398 +6,746	+26%	+$554K	0.97%	25
2025 Q3	$1.96M	Buy	25,652 +9,650	+60%	+$661K	0.79%	30
2025 Q2	$1.05M	Buy	+16,002	New	+$1.04M	0.46%	47

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

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

Collaborative Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 21% in Q2 2026, buying an estimated $723K and bringing the position to 46,477 shares worth $3.69M. The position accounts for 1.55% of the portfolio, ranked #16.

Collaborative Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Collaborative Wealth Management held 46,477 shares of SPDR Gold MiniShares Trust worth $3.69M as of Q2 2026.
Collaborative Wealth Management bought 8,098 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $723K.
SPDR Gold MiniShares Trust made up 1.55% of Collaborative Wealth Management's portfolio in Q2 2026, its #16 holding.
Collaborative Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.