Facet Wealth Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Facet Wealth Inc’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	–	Sell	-3,014	Closed	-$279K	–	422
2026 Q1	$279K	Buy	3,014 +322	+12%	+$31.1K	﹤0.01%	271
2025 Q4	$287K	Buy	+2,692	New	+$221K	0.01%	227

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

Facet Wealth Inc's GLDM Position: Q2 2026 in Review

Facet Wealth Inc sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 3,014 shares — an estimated $279K sold.

Facet Wealth Inc first reported a position in GLDM in Q4 2025 and held it in 2 quarters. The position peaked at $287K in Q4 2025. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Facet Wealth Inc reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
Facet Wealth Inc sold 3,014 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $279K.
Facet Wealth Inc first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and held it in 2 quarters.
Facet Wealth Inc's SPDR Gold MiniShares Trust position peaked at $287K in Q4 2025.
919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.