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

Financial Planning Navigators’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	$6.03M	Buy	+75,868	New	+$6.77M	2.26%	11

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 Planning Navigators's GLDM Position: Q2 2026 in Review

Financial Planning Navigators opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 75,868 shares worth $6.03M. The stake represents 2.26% of the portfolio and ranks #11 among its holdings.

909 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Financial Planning Navigators held 75,868 shares of SPDR Gold MiniShares Trust worth $6.03M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Financial Planning Navigators position in Q2 2026.
SPDR Gold MiniShares Trust made up 2.26% of Financial Planning Navigators's portfolio in Q2 2026, its #11 holding.
909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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