Fermata Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Fermata 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	$602K	Buy	7,581 +5,073	+202%	+$453K	0.12%	141
2026 Q1	$232K	Buy	+2,508	New	+$242K	0.05%	212

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

Fermata Advisors's GLDM Position: Q2 2026 in Review

Fermata Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 202% in Q2 2026, buying an estimated $453K and bringing the position to 7,581 shares worth $602K. The position accounts for 0.12% of the portfolio, ranked #141.

Fermata Advisors first reported a position in GLDM in Q1 2026 and has held it in 2 quarters since. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Fermata Advisors held 7,581 shares of SPDR Gold MiniShares Trust worth $602K as of Q2 2026.
Fermata Advisors bought 5,073 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $453K.
SPDR Gold MiniShares Trust made up 0.12% of Fermata Advisors's portfolio in Q2 2026, its #141 holding.
Fermata Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 2 quarters since.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.