Freestone Capital Holdings’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Freestone Capital Holdings’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	–	Sell	-2,670	Closed	-$247K	–	661
2026 Q1	$247K	Sell	2,670 -18,266	-87%	-$1.76M	0.01%	478
2025 Q4	$1.79M	Buy	20,936 +770	+4%	+$63.3K	0.05%	185
2025 Q3	$1.54M	Hold	20,166	–	–	0.05%	204
2025 Q2	$1.32M	Buy	+20,166	New	+$1.31M	0.04%	204
2021 Q1	–	Sell	-1,304	Closed	-$49.4K	–	666
2020 Q4	$49.4K	Hold	1,304	–	–	﹤0.01%	569
2020 Q3	$49K	Buy	+1,304	New	+$49.7K	﹤0.01%	493

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

Freestone Capital Holdings's GLDM Position: Q2 2026 in Review

Freestone Capital Holdings sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 2,670 shares — an estimated $247K sold.

Freestone Capital Holdings first reported a position in GLDM in Q3 2020 and held it in 6 quarters. The position peaked at $1.79M in Q4 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Freestone Capital Holdings reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
Freestone Capital Holdings sold 2,670 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $247K.
Freestone Capital Holdings first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and held it in 6 quarters.
Freestone Capital Holdings's SPDR Gold MiniShares Trust position peaked at $1.79M in Q4 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.