Crestwood Advisors Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Crestwood Advisors 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	$377K	Sell	4,751 -137	-3%	-$12.2K	0.01%	587
2026 Q1	$453K	Buy	+4,888	New	+$471K	0.01%	451

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

Crestwood Advisors Group's GLDM Position: Q2 2026 in Review

Crestwood Advisors Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.8% in Q2 2026, selling an estimated $12.2K and leaving 4,751 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #587.

Crestwood Advisors Group first reported a position in GLDM in Q1 2026 and has held it in 2 quarters since. The position peaked at $453K in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Crestwood Advisors Group held 4,751 shares of SPDR Gold MiniShares Trust worth $377K as of Q2 2026.
Crestwood Advisors Group sold 137 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $12.2K.
SPDR Gold MiniShares Trust made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #587 holding.
Crestwood Advisors Group first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 2 quarters since.
Crestwood Advisors Group's SPDR Gold MiniShares Trust position peaked at $453K in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.