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Elevated Capital Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Elevated Capital 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 		$201K Buy
2,528
+399
+19% +$35.6K 0.06% 247
2026
Q1 		$197K Sell
2,129
-158
-7% -$15.2K 0.05% 240
2025
Q4 		$195K Buy
+2,287
New +$188K 0.05% 261

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Resona Asset Management
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elevated Capital Advisors's GLDM Position: Q2 2026 in Review

Elevated Capital Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 19% in Q2 2026, buying an estimated $35.6K and bringing the position to 2,528 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #247.

Elevated Capital Advisors first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Elevated Capital Advisors held 2,528 shares of SPDR Gold MiniShares Trust worth $201K as of Q2 2026.
  • Elevated Capital Advisors bought 399 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $35.6K.
  • SPDR Gold MiniShares Trust made up 0.06% of Elevated Capital Advisors's portfolio in Q2 2026, its #247 holding.
  • Elevated Capital Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • 920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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