Corient Private Wealth
GLDM icon

Corient Private Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Corient Private Wealth’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 		$37.7M Sell
474,192
-7,300
-2% -$652K 0.05% 291
2026
Q1 		$18.5M Buy
+481,492
New +$46.4M 0.03% 415
2025
Q4 		– Sell
-341,919
Closed -$26.1M – 2694
2025
Q3 		$26.1M Buy
341,919
+26,322
+8% +$1.8M 0.04% 341
2025
Q2 		$20.7M Buy
315,597
+296,873
+1,586% +$19.3M 0.03% 389
2025
Q1 		$1.16M Buy
18,724
+9,334
+99% +$530K ﹤0.01% 1219
2024
Q4 		$488K Sell
9,390
-13,062
-58% -$689K ﹤0.01% 1627
2024
Q3 		$1.17M Buy
22,452
+14,578
+185% +$716K ﹤0.01% 1326
2024
Q2 		$363K Buy
7,874
+1,307
+20% +$60.6K ﹤0.01% 1806
2024
Q1 		$289K Sell
6,567
-6,459
-50% -$265K ﹤0.01% 1913
2023
Q4 		$533K Buy
13,026
+5,056
+63% +$198K ﹤0.01% 1586
2023
Q3 		$292K Buy
+7,970
New +$305K ﹤0.01% 1759
2023
Q1 		– Sell
-17,100
Closed -$619K – 2026
2022
Q4 		$619K Buy
+17,100
New +$588K ﹤0.01% 1074

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 $3.37T 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth's GLDM Position: Q2 2026 in Review

Corient Private Wealth reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.5% in Q2 2026, selling an estimated $652K and leaving 474,192 shares worth $37.7M. The position accounts for 0.05% of the portfolio, ranked #291.

Corient Private Wealth first reported a position in GLDM in Q4 2022 and has held it in 12 quarters since. 917 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Corient Private Wealth held 474,192 shares of SPDR Gold MiniShares Trust worth $37.7M as of Q2 2026.
  • Corient Private Wealth sold 7,300 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $652K.
  • SPDR Gold MiniShares Trust made up 0.05% of Corient Private Wealth's portfolio in Q2 2026, its #291 holding.
  • Corient Private Wealth first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 12 quarters since.
  • 917 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.