Fulton Breakefield Broenniman’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Fulton Breakefield Broenniman’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	$35.8M	Buy	451,102 +110,159	+32%	+$9.84M	2.11%	12
2026 Q1	$31.6M	Buy	340,943 +214,817	+170%	+$20.7M	2.06%	14
2025 Q4	$10.8M	Buy	126,126 +122,483	+3,362%	+$10.1M	0.68%	38
2025 Q3	$279K	Buy	3,643 +358	+11%	+$24.5K	0.02%	171
2025 Q2	$215K	Hold	3,285	–	–	0.01%	183
2025 Q1	$203K	Buy	+3,285	New	+$187K	0.01%	179

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

Fulton Breakefield Broenniman's GLDM Position: Q2 2026 in Review

Fulton Breakefield Broenniman increased its SPDR Gold MiniShares Trust (GLDM) stake by 32% in Q2 2026, buying an estimated $9.84M and bringing the position to 451,102 shares worth $35.8M. The position accounts for 2.11% of the portfolio, ranked #12.

Fulton Breakefield Broenniman first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Fulton Breakefield Broenniman held 451,102 shares of SPDR Gold MiniShares Trust worth $35.8M as of Q2 2026.
Fulton Breakefield Broenniman bought 110,159 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $9.84M.
SPDR Gold MiniShares Trust made up 2.11% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #12 holding.
Fulton Breakefield Broenniman first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.