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

EverSource 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	$272K	Buy	3,427 +924	+37%	+$82.5K	0.01%	852
2026 Q1	$232K	Buy	2,503 +601	+32%	+$58K	0.01%	970
2025 Q4	$162K	Buy	1,902 +1,338	+237%	+$110K	0.01%	1054
2025 Q3	$43.1K	Buy	564 +145	+35%	+$9.94K	﹤0.01%	1804
2025 Q2	$27.5K	Sell	419 -673	-62%	-$43.8K	﹤0.01%	2045
2025 Q1	$67.6K	Buy	1,092 +734	+205%	+$41.7K	﹤0.01%	1084
2024 Q4	$18.6K	Buy	358 +218	+156%	+$11.5K	﹤0.01%	1663
2024 Q3	$7.3K	Sell	140 -39	-22%	-$1.92K	﹤0.01%	2045
2024 Q2	$8.69K	Buy	179 +39	+28%	+$1.81K	﹤0.01%	1926
2024 Q1	$6.36K	Buy	+140	New	+$5.75K	﹤0.01%	1927
2023 Q3	–	Sell	-1,661	Closed	-$63.3K	–	2568
2023 Q2	$63.3K	Buy	+1,661	New	+$65.2K	0.01%	744

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

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

EverSource Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 37% in Q2 2026, buying an estimated $82.5K and bringing the position to 3,427 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #852.

EverSource Wealth Advisors first reported a position in GLDM in Q2 2023 and has held it in 11 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

EverSource Wealth Advisors held 3,427 shares of SPDR Gold MiniShares Trust worth $272K as of Q2 2026.
EverSource Wealth Advisors bought 924 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $82.5K.
SPDR Gold MiniShares Trust made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #852 holding.
EverSource Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 11 quarters since.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.