Estate Planners Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Estate Planners Group’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	$500K	Buy	6,291 +2,675	+74%	+$239K	0.23%	43
2026 Q1	$335K	Buy	3,616 +355	+11%	+$34.2K	0.16%	50
2025 Q4	$278K	Buy	+3,261	New	+$268K	0.12%	53

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

Estate Planners Group's GLDM Position: Q2 2026 in Review

Estate Planners Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 74% in Q2 2026, buying an estimated $239K and bringing the position to 6,291 shares worth $500K. The position accounts for 0.23% of the portfolio, ranked #43.

Estate Planners Group first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Estate Planners Group held 6,291 shares of SPDR Gold MiniShares Trust worth $500K as of Q2 2026.
Estate Planners Group bought 2,675 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $239K.
SPDR Gold MiniShares Trust made up 0.23% of Estate Planners Group's portfolio in Q2 2026, its #43 holding.
Estate Planners Group first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.