Financial Life Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial Life 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	$3.44M	Sell	43,332 -22,528	-34%	-$2.01M	0.98%	22
2026 Q1	$6.1M	Sell	65,860 -10,797	-14%	-$1.04M	1.9%	17
2025 Q4	$6.54M	Buy	76,657 +363	+0.5%	+$29.8K	2.02%	16
2025 Q3	$5.83M	Buy	76,294 +3,513	+5%	+$241K	1.87%	17
2025 Q2	$4.77M	Buy	72,781 +16,497	+29%	+$1.07M	1.63%	17
2025 Q1	$3.48M	Buy	+56,284	New	+$3.2M	1.3%	21

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

Financial Life Advisors's GLDM Position: Q2 2026 in Review

Financial Life Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 34% in Q2 2026, selling an estimated $2.01M and leaving 43,332 shares worth $3.44M. The position accounts for 0.98% of the portfolio, ranked #22.

Financial Life Advisors first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.54M in Q4 2025. 917 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Financial Life Advisors held 43,332 shares of SPDR Gold MiniShares Trust worth $3.44M as of Q2 2026.
Financial Life Advisors sold 22,528 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $2.01M.
SPDR Gold MiniShares Trust made up 0.98% of Financial Life Advisors's portfolio in Q2 2026, its #22 holding.
Financial Life Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
Financial Life Advisors's SPDR Gold MiniShares Trust position peaked at $6.54M in Q4 2025.
917 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.