Diversify Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Diversify Advisory Services’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	$51.3M	Buy	+634,699	New	+$56.7M	0.86%	22
2026 Q1	–	Sell	-490,467	Closed	-$44.5M	–	468
2025 Q4	$44.5M	Buy	490,467 +6,306	+1%	+$518K	1.41%	12
2025 Q3	$38.4M	Buy	484,161 +14,409	+3%	+$987K	1.29%	13
2025 Q2	$31.1M	Buy	469,752 +459,697	+4,572%	+$29.9M	1.19%	15
2025 Q1	$661K	Buy	10,055 +235	+2%	+$13.3K	0.04%	294
2024 Q4	$527K	Sell	9,820 -6,848	-41%	-$361K	0.03%	357
2024 Q3	$908K	Sell	16,668 -598	-3%	-$29.4K	0.05%	270
2024 Q2	$809K	Buy	17,266 +3,415	+25%	+$158K	0.04%	287
2024 Q1	$617K	Buy	+13,851	New	+$569K	0.04%	371

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

Diversify Advisory Services's GLDM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 634,699 shares worth $51.3M. The stake represents 0.86% of the portfolio and ranks #22 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in GLDM as recently as Q4 2025.

Diversify Advisory Services first reported a position in GLDM in Q1 2024 and has held it in 9 quarters since. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Diversify Advisory Services held 634,699 shares of SPDR Gold MiniShares Trust worth $51.3M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Diversify Advisory Services position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.86% of Diversify Advisory Services's portfolio in Q2 2026, its #22 holding.
Diversify Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 9 quarters since.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.