Formidable Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Formidable Asset Management’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	$1.23M	Sell	13,314 -80	-0.6%	-$7.14K	0.2%	113
2026 Q1	$1.14M	Sell	13,394 -562	-4%	-$54.2K	0.18%	118
2025 Q4	$1.07M	Sell	13,956 -4,956	-26%	-$407K	0.16%	130
2025 Q3	$1.24M	Buy	18,912 +351	+2%	+$24.1K	0.2%	100
2025 Q2	$1.15M	Hold	18,561	–	–	0.19%	99
2025 Q1	$1.15M	Buy	18,561 +4,895	+36%	+$278K	0.19%	98
2024 Q4	$710K	Sell	13,666 -879	-6%	-$46.3K	0.12%	163
2024 Q3	$758K	Sell	14,545 -719	-5%	-$35.3K	0.12%	161
2024 Q2	$704K	Buy	15,264 +649	+4%	+$30.1K	0.11%	175
2024 Q1	$644K	Sell	14,615 -2,124	-13%	-$87.3K	0.11%	202
2023 Q4	$685K	Buy	+16,739	New	+$656K	0.14%	141
2023 Q3	–	Sell	-16,209	Closed	-$617K	–	302
2023 Q2	$617K	Buy	+16,209	New	+$636K	0.13%	148
2022 Q4	–	Sell	-16,002	Closed	-$527K	–	325
2022 Q3	$527K	Sell	16,002 -363	-2%	-$12.4K	0.12%	148
2022 Q2	$573K	Sell	16,365 -244	-1%	-$9.08K	0.13%	144
2022 Q1	$639K	Sell	16,609 -475	-3%	-$17.7K	0.12%	147
2021 Q4	$618K	Sell	17,084 -4,600	-21%	-$164K	0.12%	164
2021 Q3	$757K	Sell	21,684 -1,428	-6%	-$50.8K	0.14%	141
2021 Q2	$827K	Sell	23,112 -30,945	-57%	-$1.12M	0.18%	110
2021 Q1	$1.82M	Sell	54,057 -1,388	-3%	-$49.6K	0.4%	51
2020 Q4	$2.11M	Buy	55,445 +1,653	+3%	+$61.8K	0.49%	35
2020 Q3	$2.03M	Buy	53,792 +4,630	+9%	+$177K	0.59%	30
2020 Q2	$1.75M	Sell	49,162 -24,586	-33%	-$841K	0.52%	41
2020 Q1	$2.32M	Sell	73,748 -1,226	-2%	-$38.7K	0.91%	17
2019 Q4	$2.27M	Buy	74,974 +61,599	+461%	+$1.82M	0.72%	21
2019 Q3	$398K	Buy	13,375 +299	+2%	+$8.8K	0.37%	51
2019 Q2	$369K	Buy	+13,076	New	+$342K	0.13%	143

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

Formidable Asset Management's GLDM Position: Q2 2026 in Review

Formidable Asset Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.6% in Q2 2026, selling an estimated $7.14K and leaving 13,314 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #113.

Formidable Asset Management first reported a position in GLDM in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.32M in Q1 2020. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Formidable Asset Management held 13,314 shares of SPDR Gold MiniShares Trust worth $1.23M as of Q2 2026.
Formidable Asset Management sold 80 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $7.14K.
SPDR Gold MiniShares Trust made up 0.2% of Formidable Asset Management's portfolio in Q2 2026, its #113 holding.
Formidable Asset Management first reported a position in SPDR Gold MiniShares Trust in Q2 2019 and has held it in 26 quarters since.
Formidable Asset Management's SPDR Gold MiniShares Trust position peaked at $2.32M in Q1 2020.
919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.