CreativeOne Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

CreativeOne 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	$6.8M	Sell	85,682 -24,215	-22%	-$2.16M	0.15%	120
2026 Q1	$10.2M	Buy	109,897 +3,605	+3%	+$348K	0.24%	80
2025 Q4	$9.07M	Buy	106,292 +14,794	+16%	+$1.22M	0.22%	84
2025 Q3	$7M	Buy	91,498 +7,885	+9%	+$540K	0.17%	103
2025 Q2	$5.48M	Buy	83,613 +16,638	+25%	+$1.08M	0.14%	144
2025 Q1	$4.15M	Buy	66,975 +12,140	+22%	+$690K	0.12%	164
2024 Q4	$2.85M	Buy	54,835 +1,669	+3%	+$88K	0.09%	216
2024 Q3	$2.77M	Buy	53,166 +34,422	+184%	+$1.69M	0.09%	208
2024 Q2	$864K	Buy	18,744 +1,110	+6%	+$51.4K	0.04%	358
2024 Q1	$777K	Sell	17,634 -7,776	-31%	-$320K	0.03%	437
2023 Q4	$1.04M	Sell	25,410 -5,923	-19%	-$232K	0.07%	249
2023 Q3	$1.15M	Sell	31,333 -27,017	-46%	-$1.03M	0.08%	220
2023 Q2	$2.22M	Buy	58,350 +45,900	+369%	+$1.8M	0.1%	187
2023 Q1	$487K	Buy	+12,450	New	+$468K	0.02%	477

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

CreativeOne Wealth's GLDM Position: Q2 2026 in Review

CreativeOne Wealth reduced its SPDR Gold MiniShares Trust (GLDM) stake by 22% in Q2 2026, selling an estimated $2.16M and leaving 85,682 shares worth $6.8M. The position accounts for 0.15% of the portfolio, ranked #120.

CreativeOne Wealth first reported a position in GLDM in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.2M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

CreativeOne Wealth held 85,682 shares of SPDR Gold MiniShares Trust worth $6.8M as of Q2 2026.
CreativeOne Wealth sold 24,215 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $2.16M.
SPDR Gold MiniShares Trust made up 0.15% of CreativeOne Wealth's portfolio in Q2 2026, its #120 holding.
CreativeOne Wealth first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 14 quarters since.
CreativeOne Wealth's SPDR Gold MiniShares Trust position peaked at $10.2M in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.