Costello Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Costello Asset 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	$35.7K	Buy	450 +46	+11%	+$4.11K	0.01%	311
2026 Q1	$37.4K	Hold	404	–	–	0.01%	273
2025 Q4	$34.5K	Buy	404 +100	+33%	+$8.22K	0.01%	286
2025 Q3	$23.2K	Hold	304	–	–	0.01%	356
2025 Q2	$19.9K	Hold	304	–	–	0.01%	370
2025 Q1	$18.8K	Buy	+304	New	+$17.3K	0.01%	351

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

Costello Asset Management's GLDM Position: Q2 2026 in Review

Costello Asset Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 11% in Q2 2026, buying an estimated $4.11K and bringing the position to 450 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #311.

Costello Asset Management first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.4K in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Costello Asset Management held 450 shares of SPDR Gold MiniShares Trust worth $35.7K as of Q2 2026.
Costello Asset Management bought 46 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $4.11K.
SPDR Gold MiniShares Trust made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #311 holding.
Costello Asset Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
Costello Asset Management's SPDR Gold MiniShares Trust position peaked at $37.4K in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.