EWM
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Evercore Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Evercore Wealth Management’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 		$34.8M Buy
438,275
+43,406
+11% +$3.88M 0.49% 43
2026
Q1 		$36.6M Buy
394,869
+40,971
+12% +$3.95M 0.58% 43
2025
Q4 		$30.2M Buy
353,898
+102,141
+41% +$8.39M 0.44% 47
2025
Q3 		$19.2M Buy
251,757
+143,322
+132% +$9.82M 0.28% 53
2025
Q2 		$7.1M Buy
108,435
+47,225
+77% +$3.07M 0.11% 85
2025
Q1 		$3.79M Sell
61,210
-21,725
-26% -$1.23M 0.06% 117
2024
Q4 		$4.31M Buy
82,935
+6,300
+8% +$332K 0.06% 112
2024
Q3 		$3.99M Buy
76,635
+2,000
+3% +$98.2K 0.06% 113
2024
Q2 		$3.44M Buy
74,635
+2,593
+4% +$120K 0.05% 119
2024
Q1 		$3.17M Sell
72,042
-599
-0.8% -$24.6K 0.05% 128
2023
Q4 		$2.97M Buy
72,641
+2,774
+4% +$109K 0.05% 131
2023
Q3 		$2.56M Buy
69,867
+2,991
+4% +$114K 0.05% 133
2023
Q2 		$2.55M Buy
66,876
+2,813
+4% +$110K 0.05% 138
2023
Q1 		$2.51M Sell
64,063
-10,550
-14% -$396K 0.05% 138
2022
Q4 		$2.7M Sell
74,613
-1,218
-2% -$41.9K 0.06% 131
2022
Q3 		$2.5M Buy
75,831
+3,401
+5% +$117K 0.06% 130
2022
Q2 		$2.6M Buy
72,430
+3,336
+5% +$124K 0.05% 130
2022
Q1 		$2.66M Buy
69,094
+35,943
+108% +$1.34M 0.05% 142
2021
Q4 		$1.21M Buy
33,151
+2,750
+9% +$98.2K 0.02% 210
2021
Q3 		$1.06M Buy
30,401
+700
+2% +$24.9K 0.02% 215
2021
Q2 		$1.05M Buy
29,701
+11,606
+64% +$419K 0.02% 221
2021
Q1 		$615K Buy
+18,095
New +$646K 0.01% 269

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
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
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 $3.37T 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evercore Wealth Management's GLDM Position: Q2 2026 in Review

Evercore Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 11% in Q2 2026, buying an estimated $3.88M and bringing the position to 438,275 shares worth $34.8M. The position accounts for 0.49% of the portfolio, ranked #43.

Evercore Wealth Management first reported a position in GLDM in Q1 2021 and has held it in 22 quarters since. The position peaked at $36.6M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Evercore Wealth Management held 438,275 shares of SPDR Gold MiniShares Trust worth $34.8M as of Q2 2026.
  • Evercore Wealth Management bought 43,406 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $3.88M.
  • SPDR Gold MiniShares Trust made up 0.49% of Evercore Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Evercore Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 22 quarters since.
  • Evercore Wealth Management's SPDR Gold MiniShares Trust position peaked at $36.6M in Q1 2026.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.