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

Forbes Financial Planning’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	$4.25M	Sell	53,510 -236	-0.4%	-$21.1K	2.28%	15
2026 Q1	$4.98M	Buy	53,746 +3,367	+7%	+$325K	2.88%	15
2025 Q4	$4.3M	Buy	+50,379	New	+$4.14M	2.52%	15
2023 Q3	–	Sell	-66,658	Closed	-$2.54M	–	30
2023 Q2	$2.54M	Buy	66,658 +1,275	+2%	+$50K	2.45%	18
2023 Q1	$2.56M	Buy	+65,383	New	+$2.46M	2.52%	17
2022 Q1	–	Sell	-58,080	Closed	-$2.09M	–	33
2021 Q4	$2.09M	Buy	+58,080	New	+$2.07M	2.06%	17

Other funds holding GLDM

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

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

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Forbes Financial Planning reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.44% in Q2 2026, selling an estimated $21.1K and leaving 53,510 shares worth $4.25M. The position accounts for 2.28% of the portfolio, ranked #15.

Forbes Financial Planning first reported a position in GLDM in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.98M in Q1 2026. 606 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Forbes Financial Planning held 53,510 shares of SPDR Gold MiniShares Trust worth $4.25M as of Q2 2026.
Forbes Financial Planning sold 236 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $21.1K.
SPDR Gold MiniShares Trust made up 2.28% of Forbes Financial Planning's portfolio in Q2 2026, its #15 holding.
Forbes Financial Planning first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 6 quarters since.
Forbes Financial Planning's SPDR Gold MiniShares Trust position peaked at $4.98M in Q1 2026.
606 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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