Continuum Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Continuum Wealth 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	$21.9M	Buy	275,191 +20,538	+8%	+$1.83M	7.38%	4
2026 Q1	$23.6M	Sell	254,653 -22,571	-8%	-$2.18M	9.79%	3
2025 Q4	$23.7M	Buy	277,224 +32,009	+13%	+$2.63M	9.14%	4
2025 Q3	$18.7M	Buy	245,215 +17,640	+8%	+$1.21M	7.99%	5
2025 Q2	$14.9M	Buy	227,575 +79,599	+54%	+$5.18M	7.16%	6
2025 Q1	$9.16M	Buy	147,976 +11,742	+9%	+$667K	4.7%	8
2024 Q4	$7.08M	Buy	136,234 +7,241	+6%	+$382K	3.58%	7
2024 Q3	$6.72M	Sell	128,993 -26,907	-17%	-$1.32M	3.61%	8
2024 Q2	$7.19M	Buy	+155,900	New	+$7.22M	3.78%	9
2023 Q2	–	Sell	-180,221	Closed	-$7.05M	–	51
2023 Q1	$7.05M	Buy	+180,221	New	+$6.77M	5.75%	8

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

Continuum Wealth Advisors's GLDM Position: Q2 2026 in Review

Continuum Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 8.1% in Q2 2026, buying an estimated $1.83M and bringing the position to 275,191 shares worth $21.9M. The position accounts for 7.38% of the portfolio, ranked #4.

Continuum Wealth Advisors first reported a position in GLDM in Q1 2023 and has held it in 10 quarters since. The position peaked at $23.7M in Q4 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Continuum Wealth Advisors held 275,191 shares of SPDR Gold MiniShares Trust worth $21.9M as of Q2 2026.
Continuum Wealth Advisors bought 20,538 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.83M.
SPDR Gold MiniShares Trust made up 7.38% of Continuum Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Continuum Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 10 quarters since.
Continuum Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $23.7M in Q4 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.