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Fortis Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Fortis Advisors’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 		$3.64M Sell
45,800
-956
-2% -$85.4K 1.7% 19
2026
Q1 		$4.33M Sell
46,756
-18,849
-29% -$1.82M 2.17% 16
2025
Q4 		$5.6M Sell
65,605
-2,006
-3% -$165K 3.04% 12
2025
Q3 		$5.17M Sell
67,611
-13,270
-16% -$909K 2.91% 11
2025
Q2 		$5.3M Sell
80,881
-494
-0.6% -$32.1K 3.39% 8
2025
Q1 		$5.04M Sell
81,375
-520
-0.6% -$29.5K 3.28% 8
2024
Q4 		$4.26M Sell
81,895
-635
-0.8% -$33.5K 2.79% 10
2024
Q3 		$4.3M Sell
82,530
-2,094
-2% -$103K 2.79% 10
2024
Q2 		$3.9M Sell
84,624
-1,065
-1% -$49.4K 2.75% 9
2024
Q1 		$3.77M Sell
85,689
-353
-0.4% -$14.5K 2.53% 13
2023
Q4 		$3.52M Sell
86,042
-424
-0.5% -$16.6K 2.51% 12
2023
Q3 		$3.17M Sell
86,466
-44,514
-34% -$1.7M 2.38% 14
2023
Q2 		$4.99M Sell
130,980
-78
-0.1% -$3.06K 3.57% 10
2023
Q1 		$5.13M Buy
131,058
+62,387
+91% +$2.34M 3.35% 9
2022
Q4 		$2.49M Buy
68,671
+33
+0% +$1.13K 1.89% 14
2022
Q3 		$2.26M Buy
68,638
+1,453
+2% +$49.8K 1.62% 16
2022
Q2 		$2.41M Buy
+67,185
New +$2.5M 1.6% 17
2020
Q3 		– Sell
-3,613
Closed -$128K – 163
2020
Q2 		$128K Buy
+3,613
New +$124K 0.13% 71

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fortis Advisors's GLDM Position: Q2 2026 in Review

Fortis Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2% in Q2 2026, selling an estimated $85.4K and leaving 45,800 shares worth $3.64M. The position accounts for 1.7% of the portfolio, ranked #19.

Fortis Advisors first reported a position in GLDM in Q2 2020 and has held it in 18 quarters since. The position peaked at $5.6M in Q4 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Fortis Advisors held 45,800 shares of SPDR Gold MiniShares Trust worth $3.64M as of Q2 2026.
  • Fortis Advisors sold 956 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $85.4K.
  • SPDR Gold MiniShares Trust made up 1.7% of Fortis Advisors's portfolio in Q2 2026, its #19 holding.
  • Fortis Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 18 quarters since.
  • Fortis Advisors's SPDR Gold MiniShares Trust position peaked at $5.6M in Q4 2025.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.