Financial Perspectives’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial Perspectives’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	$17.2K	Hold	217	–	–	﹤0.01%	474
2026 Q1	$20.1K	Hold	217	–	–	0.01%	434
2025 Q4	$18.5K	Hold	217	–	–	0.01%	446
2025 Q3	$16.6K	Hold	217	–	–	﹤0.01%	453
2025 Q2	$14.2K	Hold	217	–	–	﹤0.01%	462
2025 Q1	$13.4K	Hold	217	–	–	﹤0.01%	465
2024 Q4	$11.3K	Hold	217	–	–	﹤0.01%	491
2024 Q3	$11.3K	Hold	217	–	–	﹤0.01%	462
2024 Q2	$10K	Hold	217	–	–	﹤0.01%	463
2024 Q1	$9.56K	Hold	217	–	–	﹤0.01%	463
2023 Q4	$8.88K	Hold	217	–	–	﹤0.01%	481
2023 Q3	$7.96K	Hold	217	–	–	﹤0.01%	477
2023 Q2	$8.27K	Hold	217	–	–	﹤0.01%	466
2023 Q1	$8.49K	Hold	217	–	–	﹤0.01%	462
2022 Q4	$7.85K	Hold	217	–	–	﹤0.01%	468
2022 Q3	$7.16K	Buy	217 +18	+9%	+$617	﹤0.01%	472
2022 Q2	$7.14K	Hold	199	–	–	﹤0.01%	479
2022 Q1	$7.66K	Buy	+199	New	+$7.43K	﹤0.01%	493

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 Perspectives's GLDM Position: Q2 2026 in Review

Financial Perspectives held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 217 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Financial Perspectives first reported a position in GLDM in Q1 2022 and has held it in 18 quarters since. The position peaked at $20.1K in Q1 2026. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Financial Perspectives held 217 shares of SPDR Gold MiniShares Trust worth $17.2K as of Q2 2026.
Financial Perspectives left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #474 holding.
Financial Perspectives first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and has held it in 18 quarters since.
Financial Perspectives's SPDR Gold MiniShares Trust position peaked at $20.1K in Q1 2026.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.