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Financial Management Professionals’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial Management Professionals’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 		$41.3K Hold
520
– – ﹤0.01% 308
2026
Q1 		$48.2K Hold
520
– – 0.01% 261
2025
Q4 		$44.4K Sell
520
-75
-13% -$6.16K ﹤0.01% 263
2025
Q3 		$45.5K Hold
595
– – ﹤0.01% 263
2025
Q2 		$39K Buy
595
+175
+42% +$11.4K ﹤0.01% 287
2025
Q1 		$26K Hold
420
– – ﹤0.01% 367
2024
Q4 		$21.8K Hold
420
– – ﹤0.01% 394
2024
Q3 		$22K Hold
420
– – ﹤0.01% 408
2024
Q2 		$19K Buy
420
+5
+1% +$232 ﹤0.01% 396
2024
Q1 		$18K Hold
415
– – ﹤0.01% 437
2023
Q4 		$17K Hold
415
– – ﹤0.01% 432
2023
Q3 		$15K Sell
415
-144
-26% -$5.5K ﹤0.01% 424
2023
Q2 		$21K Sell
559
-30
-5% -$1.18K ﹤0.01% 395
2023
Q1 		$23K Hold
589
– – ﹤0.01% 399
2022
Q4 		$21K Hold
589
– – ﹤0.01% 360
2022
Q3 		$19K Sell
589
-205
-26% -$7.03K ﹤0.01% 354
2022
Q2 		$28K Sell
794
-163
-17% -$6.06K 0.01% 304
2022
Q1 		$37K Sell
957
-272,867
-100% -$10.2M 0.01% 263
2021
Q4 		$9.96M Sell
273,824
-76,877
-22% -$2.75M 2.11% 15
2021
Q3 		$12.2M Buy
350,701
+26,967
+8% +$960K 2.83% 12
2021
Q2 		$11.4M Buy
323,734
+42,970
+15% +$1.55M 2.94% 11
2021
Q1 		$9.55M Buy
280,764
+61,699
+28% +$2.2M 2.55% 11
2020
Q4 		$8.3M Buy
219,065
+52,894
+32% +$1.98M 2.33% 12
2020
Q3 		$6.25M Buy
166,171
+77,052
+86% +$2.94M 2.23% 10
2020
Q2 		$3.17M Buy
+89,119
New +$3.05M 1.09% 19

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 Management Professionals's GLDM Position: Q2 2026 in Review

Financial Management Professionals held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 520 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Financial Management Professionals first reported a position in GLDM in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.2M in Q3 2021. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Financial Management Professionals held 520 shares of SPDR Gold MiniShares Trust worth $41.3K as of Q2 2026.
  • Financial Management Professionals left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #308 holding.
  • Financial Management Professionals first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's SPDR Gold MiniShares Trust position peaked at $12.2M in Q3 2021.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.