Crewe Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Crewe Advisors’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	$116K	Buy	+1,465	New	+$131K	0.01%	311
2026 Q1	–	Sell	-20	Closed	-$1.71K	–	1081
2025 Q4	$1.71K	Buy	+20	New	+$1.64K	﹤0.01%	906
2023 Q4	–	Sell	-47	Closed	-$1.72K	–	534
2023 Q3	$1.72K	Hold	47	–	–	﹤0.01%	337
2023 Q2	$1.79K	Buy	+47	New	+$1.84K	﹤0.01%	542
2023 Q1	–	Sell	-9	Closed	-$326	–	912
2022 Q4	$326	Buy	+9	New	+$309	﹤0.01%	982

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

Crewe Advisors's GLDM Position: Q2 2026 in Review

Crewe Advisors opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 1,465 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in GLDM as recently as Q4 2025.

Crewe Advisors first reported a position in GLDM in Q4 2022 and has held it in 5 quarters since. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Crewe Advisors held 1,465 shares of SPDR Gold MiniShares Trust worth $116K as of Q2 2026.
SPDR Gold MiniShares Trust was a new Crewe Advisors position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #311 holding.
Crewe Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 5 quarters since.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.