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

Concurrent 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 		$892K Sell
11,232
-66,287
-86% -$5.92M 0.01% 1066
2026
Q1 		$7.19M Buy
77,519
+69,468
+863% +$6.7M 0.08% 276
2025
Q4 		$687K Buy
8,051
+1,390
+21% +$114K 0.01% 1006
2025
Q3 		$509K Buy
6,661
+1,253
+23% +$85.9K 0.01% 905
2025
Q2 		$354K Buy
+5,408
New +$352K 0.01% 988

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 86% in Q2 2026, selling an estimated $5.92M and leaving 11,232 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #1066.

Concurrent Investment Advisors first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.19M in Q1 2026. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Concurrent Investment Advisors held 11,232 shares of SPDR Gold MiniShares Trust worth $892K as of Q2 2026.
  • Concurrent Investment Advisors sold 66,287 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $5.92M.
  • SPDR Gold MiniShares Trust made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1066 holding.
  • Concurrent Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's SPDR Gold MiniShares Trust position peaked at $7.19M in Q1 2026.
  • 920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.