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Financial Planning Hawaii’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial Planning Hawaii’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 		$2.64M Hold
33,250
– – 1.42% 18
2026
Q1 		$3.08M Buy
33,250
+270
+0.8% +$26K 1.82% 13
2025
Q4 		$2.82M Buy
+32,980
New +$2.71M 1.62% 15

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Planning Hawaii's GLDM Position: Q2 2026 in Review

Financial Planning Hawaii held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 33,250 shares worth $2.64M. The position accounts for 1.42% of the portfolio, ranked #18.

Financial Planning Hawaii first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.08M in Q1 2026. 566 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Financial Planning Hawaii held 33,250 shares of SPDR Gold MiniShares Trust worth $2.64M as of Q2 2026.
  • Financial Planning Hawaii left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up 1.42% of Financial Planning Hawaii's portfolio in Q2 2026, its #18 holding.
  • Financial Planning Hawaii first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's SPDR Gold MiniShares Trust position peaked at $3.08M in Q1 2026.
  • 566 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.