EP Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

EP Wealth 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	$1.32M	Buy	16,627 +196	+1%	+$17.5K	0.01%	681
2026 Q1	$1.52M	Sell	16,431 -2,548	-13%	-$246K	0.01%	544
2025 Q4	$1.62M	Buy	+18,979	New	+$1.56M	0.01%	492
2025 Q2	$278K	Sell	4,245 -1,521	-26%	-$99K	﹤0.01%	1062
2025 Q1	$357K	Buy	5,766 +1,152	+25%	+$65.4K	﹤0.01%	832
2024 Q4	$240K	Buy	4,614 +369	+9%	+$19.5K	﹤0.01%	973
2024 Q3	$221K	Buy	+4,245	New	+$208K	﹤0.01%	992
2024 Q2	–	Sell	-10,737	Closed	-$473K	–	869
2024 Q1	$473K	Buy	+10,737	New	+$441K	0.01%	520

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

EP Wealth Advisors's GLDM Position: Q2 2026 in Review

EP Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 1.2% in Q2 2026, buying an estimated $17.5K and bringing the position to 16,627 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #681.

EP Wealth Advisors first reported a position in GLDM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q4 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

EP Wealth Advisors held 16,627 shares of SPDR Gold MiniShares Trust worth $1.32M as of Q2 2026.
EP Wealth Advisors bought 196 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $17.5K.
SPDR Gold MiniShares Trust made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #681 holding.
EP Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 8 quarters since.
EP Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $1.62M in Q4 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.