Evernest Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Evernest Financial 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	$21.8M	Sell	274,270 -5,454	-2%	-$487K	4.56%	5
2026 Q1	$25.9M	Sell	279,724 -39,707	-12%	-$3.83M	5.38%	4
2025 Q4	$32.1M	Sell	319,431 -39,284	-11%	-$3.23M	6.73%	2
2025 Q3	$27.4M	Sell	358,715 -38,227	-10%	-$2.62M	7.68%	1
2025 Q2	$26M	Buy	396,942 +25,575	+7%	+$1.66M	8.42%	1
2025 Q1	$23M	Buy	371,367 +27,975	+8%	+$1.59M	8.25%	1
2024 Q4	$17.9M	Buy	343,392 +45,703	+15%	+$2.41M	4.63%	4
2024 Q3	$15.5M	Buy	297,689 +24,165	+9%	+$1.19M	4.18%	5
2024 Q2	$12.6M	Buy	273,524 +3,779	+1%	+$175K	5.65%	4
2024 Q1	$12.8M	Buy	269,745 +269	+0.1%	+$11.1K	6.05%	3
2023 Q4	$11M	Buy	+269,476	New	+$10.6M	5.59%	3
2021 Q4	$11M	Buy	+137,010	New	+$4.89M	5.7%	3

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

Evernest Financial Advisors's GLDM Position: Q2 2026 in Review

Evernest Financial Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.9% in Q2 2026, selling an estimated $487K and leaving 274,270 shares worth $21.8M. The position accounts for 4.56% of the portfolio, ranked #5.

Evernest Financial Advisors first reported a position in GLDM in Q4 2021 and has held it in 12 quarters since. The position peaked at $32.1M in Q4 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Evernest Financial Advisors held 274,270 shares of SPDR Gold MiniShares Trust worth $21.8M as of Q2 2026.
Evernest Financial Advisors sold 5,454 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $487K.
SPDR Gold MiniShares Trust made up 4.56% of Evernest Financial Advisors's portfolio in Q2 2026, its #5 holding.
Evernest Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's SPDR Gold MiniShares Trust position peaked at $32.1M in Q4 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.