Cornerstone Planning Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cornerstone Planning Group’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	$924K	Buy	11,308 +2,519	+29%	+$225K	0.12%	78
2026 Q1	$792K	Buy	8,789 +8,720	+12,638%	+$841K	0.11%	80
2025 Q4	$7.34K	Sell	69 -2,786	-98%	-$229K	﹤0.01%	870
2025 Q3	$1.06M	Buy	+2,855	New	+$196K	0.17%	60
2025 Q2	–	Sell	-7	Closed	-$457	–	1590
2025 Q1	$457	Buy	+7	New	+$398	﹤0.01%	1329

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Planning Group's GLDM Position: Q2 2026 in Review

Cornerstone Planning Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 29% in Q2 2026, buying an estimated $225K and bringing the position to 11,308 shares worth $924K. The position accounts for 0.12% of the portfolio, ranked #78.

Cornerstone Planning Group first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q3 2025. 661 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Cornerstone Planning Group held 11,308 shares of SPDR Gold MiniShares Trust worth $924K as of Q2 2026.
Cornerstone Planning Group bought 2,519 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $225K.
SPDR Gold MiniShares Trust made up 0.12% of Cornerstone Planning Group's portfolio in Q2 2026, its #78 holding.
Cornerstone Planning Group first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
Cornerstone Planning Group's SPDR Gold MiniShares Trust position peaked at $1.06M in Q3 2025.
661 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.