Diversify Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Diversify Wealth 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	$51.3M	Sell	634,699 -85,696	-12%	-$7.65M	0.86%	22
2026 Q1	$64.8M	Buy	720,395 +714,776	+12,721%	+$68.9M	1.16%	17
2025 Q4	$510K	Sell	5,619 -1,112	-17%	-$91.4K	0.02%	437
2025 Q3	$534K	Sell	6,731 -1,154	-15%	-$79.1K	0.03%	365
2025 Q2	$523K	Buy	7,885 +1,217	+18%	+$79.2K	0.03%	362
2025 Q1	$439K	Sell	6,668 -594	-8%	-$33.7K	0.03%	373
2024 Q4	$390K	Sell	7,262 -8,516	-54%	-$449K	0.03%	389
2024 Q3	$849K	Sell	15,778 -3,133	-17%	-$154K	0.08%	218
2024 Q2	$902K	Buy	+18,911	New	+$876K	0.11%	173

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 Wealth Management's GLDM Position: Q2 2026 in Review

Diversify Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q2 2026, selling an estimated $7.65M and leaving 634,699 shares worth $51.3M. The position accounts for 0.86% of the portfolio, ranked #22.

Diversify Wealth Management first reported a position in GLDM in Q2 2024 and has held it in 9 quarters since. The position peaked at $64.8M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Diversify Wealth Management held 634,699 shares of SPDR Gold MiniShares Trust worth $51.3M as of Q2 2026.
Diversify Wealth Management sold 85,696 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $7.65M.
SPDR Gold MiniShares Trust made up 0.86% of Diversify Wealth Management's portfolio in Q2 2026, its #22 holding.
Diversify Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's SPDR Gold MiniShares Trust position peaked at $64.8M in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.