Confluence Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Confluence Investment 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	$41.5M	Buy	522,617 +189,643	+57%	+$16.9M	0.65%	55
2026 Q1	$30.9M	Sell	332,974 -47,836	-13%	-$4.61M	0.48%	59
2025 Q4	$32.5M	Sell	380,810 -107,583	-22%	-$8.84M	0.49%	61
2025 Q3	$37.3M	Sell	488,393 -37,213	-7%	-$2.55M	0.53%	56
2025 Q2	$34.4M	Buy	525,606 +55,411	+12%	+$3.61M	0.49%	59
2025 Q1	$29.1M	Sell	470,195 -157,771	-25%	-$8.96M	0.42%	63
2024 Q4	$32.6M	Buy	627,966 +6,010	+1%	+$317K	0.45%	61
2024 Q3	$32.4M	Buy	621,956 +17,231	+3%	+$846K	0.43%	64
2024 Q2	$27.9M	Sell	604,725 -10,878	-2%	-$504K	0.4%	66
2024 Q1	$27.1M	Buy	615,603 +268,562	+77%	+$11M	0.36%	71
2023 Q4	$14.2M	Sell	347,041 -325,000	-48%	-$12.7M	0.2%	97
2023 Q3	$24.6M	Buy	672,041 +24,475	+4%	+$936K	0.38%	63
2023 Q2	$24.7M	Buy	647,566 +23,684	+4%	+$930K	0.36%	67
2023 Q1	$24.4M	Buy	+623,882	New	+$23.4M	0.36%	64

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

Confluence Investment Management's GLDM Position: Q2 2026 in Review

Confluence Investment Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 57% in Q2 2026, buying an estimated $16.9M and bringing the position to 522,617 shares worth $41.5M. The position accounts for 0.65% of the portfolio, ranked #55.

Confluence Investment Management first reported a position in GLDM in Q1 2023 and has held it in 14 quarters since. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Confluence Investment Management held 522,617 shares of SPDR Gold MiniShares Trust worth $41.5M as of Q2 2026.
Confluence Investment Management bought 189,643 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $16.9M.
SPDR Gold MiniShares Trust made up 0.65% of Confluence Investment Management's portfolio in Q2 2026, its #55 holding.
Confluence Investment Management first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 14 quarters since.
919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.