Dynamic Advisor Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Dynamic Advisor Solutions’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	$733K	Buy	9,227 +927	+11%	+$82.8K	0.02%	563
2026 Q1	$769K	Buy	8,300 +686	+9%	+$66.2K	0.02%	525
2025 Q4	$650K	Sell	7,614 -285	-4%	-$23.4K	0.02%	562
2025 Q3	$604K	Sell	7,899 -402	-5%	-$27.5K	0.02%	575
2025 Q2	$544K	Buy	8,301 +3,118	+60%	+$203K	0.02%	588
2025 Q1	$321K	Buy	+5,183	New	+$294K	0.01%	691
2022 Q2	–	Sell	-9,336	Closed	-$359K	–	725
2022 Q1	$359K	Buy	9,336 +1,848	+25%	+$69K	0.03%	512
2021 Q4	$272K	Buy	7,488 +1,349	+22%	+$48.2K	0.02%	599
2021 Q3	$214K	Buy	6,139 +705	+13%	+$25.1K	0.02%	677
2021 Q2	$191K	Sell	5,434 -1,038	-16%	-$37.5K	0.02%	687
2021 Q1	$220K	Buy	6,472 +119	+2%	+$4.25K	0.02%	585
2020 Q4	$241K	Buy	+6,353	New	+$237K	0.02%	548

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

Dynamic Advisor Solutions's GLDM Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its SPDR Gold MiniShares Trust (GLDM) stake by 11% in Q2 2026, buying an estimated $82.8K and bringing the position to 9,227 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #563.

Dynamic Advisor Solutions first reported a position in GLDM in Q4 2020 and has held it in 12 quarters since. The position peaked at $769K in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Dynamic Advisor Solutions held 9,227 shares of SPDR Gold MiniShares Trust worth $733K as of Q2 2026.
Dynamic Advisor Solutions bought 927 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $82.8K.
SPDR Gold MiniShares Trust made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #563 holding.
Dynamic Advisor Solutions first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 12 quarters since.
Dynamic Advisor Solutions's SPDR Gold MiniShares Trust position peaked at $769K in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.