Colonial Trust’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Colonial Trust’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	$43.8K	Hold	552	–	–	0.01%	540
2026 Q1	$51.2K	Sell	552 -28	-5%	-$2.7K	0.01%	527
2025 Q4	$49.5K	Sell	580 -79	-12%	-$6.49K	0.01%	548
2025 Q3	$50.4K	Sell	659 -1	-0.2%	-$69	0.01%	546
2025 Q2	$43.2K	Sell	660 -237	-26%	-$15.4K	0.01%	564
2025 Q1	$55.5K	Sell	897 -255	-22%	-$14.5K	0.01%	516
2024 Q4	$59.9K	Sell	1,152 -543	-32%	-$28.6K	0.01%	542
2024 Q3	$88.8K	Sell	1,695 -82	-5%	-$4.03K	0.01%	470
2024 Q2	$81.9K	Sell	1,777 -552	-24%	-$25.6K	0.01%	443
2024 Q1	$102K	Sell	2,329 -57	-2%	-$2.34K	0.02%	401
2023 Q4	$97.7K	Sell	2,386 -11	-0.5%	-$431	0.02%	396
2023 Q3	$89.6K	Buy	2,397 +34	+1%	+$1.3K	0.02%	381
2023 Q2	$90K	Buy	2,363 +1,285	+119%	+$50.4K	0.02%	374
2023 Q1	$42.2K	Hold	1,078	–	–	0.01%	486
2022 Q4	$39K	Buy	+1,078	New	+$37K	0.01%	479

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

Colonial Trust's GLDM Position: Q2 2026 in Review

Colonial Trust held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 552 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #540.

Colonial Trust first reported a position in GLDM in Q4 2022 and has held it in 15 quarters since. The position peaked at $102K in Q1 2024. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Colonial Trust held 552 shares of SPDR Gold MiniShares Trust worth $43.8K as of Q2 2026.
Colonial Trust left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #540 holding.
Colonial Trust first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's SPDR Gold MiniShares Trust position peaked at $102K in Q1 2024.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.