Frederick Financial Consultants’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Frederick Financial Consultants’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	Buy	15,438 +293	+2%	+$26.2K	0.52%	39
2026 Q1	$1.4M	Buy	15,145 +110	+0.7%	+$10.6K	0.7%	32
2025 Q4	$1.28M	Buy	15,035 +758	+5%	+$62.3K	0.7%	33
2025 Q3	$1.09M	Buy	14,277 +1,962	+16%	+$134K	0.61%	36
2025 Q2	$807K	Buy	12,315 +3,762	+44%	+$245K	0.5%	40
2025 Q1	$529K	Buy	+8,553	New	+$486K	0.38%	48

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

Frederick Financial Consultants's GLDM Position: Q2 2026 in Review

Frederick Financial Consultants increased its SPDR Gold MiniShares Trust (GLDM) stake by 1.9% in Q2 2026, buying an estimated $26.2K and bringing the position to 15,438 shares worth $1.23M. The position accounts for 0.52% of the portfolio, ranked #39.

Frederick Financial Consultants first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.4M in Q1 2026. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Frederick Financial Consultants held 15,438 shares of SPDR Gold MiniShares Trust worth $1.23M as of Q2 2026.
Frederick Financial Consultants bought 293 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $26.2K.
SPDR Gold MiniShares Trust made up 0.52% of Frederick Financial Consultants's portfolio in Q2 2026, its #39 holding.
Frederick Financial Consultants first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
Frederick Financial Consultants's SPDR Gold MiniShares Trust position peaked at $1.4M in Q1 2026.
919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.