Essential Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Essential Partners’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	$258K	Hold	3,245	–	–	0.12%	187
2026 Q1	$301K	Buy	3,245 +300	+10%	+$28.9K	0.1%	221
2025 Q4	$251K	Sell	2,945 -2,100	-42%	-$173K	0.08%	280
2025 Q3	$386K	Buy	5,045 +45	+0.9%	+$3.08K	0.13%	208
2025 Q2	$328K	Buy	+5,000	New	+$325K	0.13%	219

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

Essential Partners's GLDM Position: Q2 2026 in Review

Essential Partners held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 3,245 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #187.

Essential Partners first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $386K in Q3 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Essential Partners held 3,245 shares of SPDR Gold MiniShares Trust worth $258K as of Q2 2026.
Essential Partners left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.12% of Essential Partners's portfolio in Q2 2026, its #187 holding.
Essential Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
Essential Partners's SPDR Gold MiniShares Trust position peaked at $386K in Q3 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.