Confluence Wealth Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Confluence Wealth Services’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	$1.09M	Buy	+13,744	New	+$1.23M	0.03%	216
2026 Q1	–	Sell	-2,582	Closed	-$220K	–	373
2025 Q4	$220K	Sell	2,582 -132	-5%	-$10.8K	0.01%	355
2025 Q3	$207K	Buy	+2,714	New	+$186K	0.01%	359
2024 Q4	–	Sell	-11,673	Closed	-$609K	–	338
2024 Q3	$609K	Sell	11,673 -21,488	-65%	-$1.06M	0.04%	197
2024 Q2	$1.53M	Buy	33,161 +18,973	+134%	+$879K	0.12%	97
2024 Q1	$625K	Buy	+14,188	New	+$583K	0.06%	184

Other funds holding GLDM

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Confluence Wealth Services's GLDM Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 13,744 shares worth $1.09M. The stake represents 0.03% of the portfolio and ranks #216 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in GLDM as recently as Q4 2025.

Confluence Wealth Services first reported a position in GLDM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q2 2024. 310 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Confluence Wealth Services held 13,744 shares of SPDR Gold MiniShares Trust worth $1.09M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Confluence Wealth Services position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #216 holding.
Confluence Wealth Services first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 6 quarters since.
Confluence Wealth Services's SPDR Gold MiniShares Trust position peaked at $1.53M in Q2 2024.
310 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.