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

Evolution 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	$65.7K	Hold	827	–	–	0.04%	270
2026 Q1	$76.7K	Sell	827 -3	-0.4%	-$289	0.06%	205
2025 Q4	$70.9K	Buy	830 +340	+69%	+$27.9K	0.06%	202
2025 Q3	$37.5K	Buy	490 +174	+55%	+$11.9K	0.04%	227
2025 Q2	$20.7K	Buy	+316	New	+$20.6K	0.03%	277

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

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

Evolution Wealth Management held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 827 shares worth $65.7K. The position accounts for 0.04% of the portfolio, ranked #270.

Evolution Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $76.7K in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Evolution Wealth Management held 827 shares of SPDR Gold MiniShares Trust worth $65.7K as of Q2 2026.
Evolution Wealth Management left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #270 holding.
Evolution Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's SPDR Gold MiniShares Trust position peaked at $76.7K in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.