FGG
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Financial Guidance Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial Guidance Group’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 		$6.23M Sell
78,428
-1,630
-2% -$146K 2.33% 13
2026
Q1 		$7.42M Sell
80,058
-1,198
-1% -$116K 2.98% 7
2025
Q4 		$6.94M Buy
81,256
+5,034
+7% +$414K 2.84% 7
2025
Q3 		$5.83M Buy
76,222
+1,026
+1% +$70.3K 2.61% 11
2025
Q2 		$4.93M Buy
75,196
+1,967
+3% +$128K 2.39% 12
2025
Q1 		$4.53M Buy
73,229
+2,870
+4% +$163K 2.45% 13
2024
Q4 		$3.66M Sell
70,359
-3,580
-5% -$189K 2% 16
2024
Q3 		$3.85M Sell
73,939
-1,801
-2% -$88.4K 2.25% 13
2024
Q2 		$3.49M Sell
75,740
-5,523
-7% -$256K 2.14% 15
2024
Q1 		$3.58M Sell
81,263
-1,303
-2% -$53.5K 2.32% 17
2023
Q4 		$3.38M Sell
82,566
-5,545
-6% -$217K 2.35% 17
2023
Q3 		$3.23M Sell
88,111
-1,616
-2% -$61.8K 2.43% 15
2023
Q2 		$3.42M Sell
89,727
-825
-0.9% -$32.4K 2.51% 15
2023
Q1 		$3.54M Sell
90,552
-7,702
-8% -$289K 2.69% 14
2022
Q4 		$3.56M Sell
98,254
-6,871
-7% -$236K 2.89% 14
2022
Q3 		$3.47M Sell
105,125
-3,767
-3% -$129K 2.78% 15
2022
Q2 		$3.91M Buy
108,892
+3,925
+4% +$146K 3.07% 14
2022
Q1 		$4.04M Buy
+104,967
New +$3.92M 2.78% 12

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Guidance Group's GLDM Position: Q2 2026 in Review

Financial Guidance Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2% in Q2 2026, selling an estimated $146K and leaving 78,428 shares worth $6.23M. The position accounts for 2.33% of the portfolio, ranked #13.

Financial Guidance Group first reported a position in GLDM in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.42M in Q1 2026. 918 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Financial Guidance Group held 78,428 shares of SPDR Gold MiniShares Trust worth $6.23M as of Q2 2026.
  • Financial Guidance Group sold 1,630 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $146K.
  • SPDR Gold MiniShares Trust made up 2.33% of Financial Guidance Group's portfolio in Q2 2026, its #13 holding.
  • Financial Guidance Group first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and has held it in 18 quarters since.
  • Financial Guidance Group's SPDR Gold MiniShares Trust position peaked at $7.42M in Q1 2026.
  • 918 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.