FWL Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

FWL Investment 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	$93.8K	Sell	1,181 -150	-11%	-$13.4K	0.02%	155
2026 Q1	$123K	Hold	1,331	–	–	0.03%	125
2025 Q4	$114K	Sell	1,331 -205	-13%	-$16.8K	0.03%	111
2025 Q3	$117K	Hold	1,536	–	–	0.03%	106
2025 Q2	$101K	Sell	1,536 -64	-4%	-$4.17K	0.03%	116
2025 Q1	$99K	Hold	1,600	–	–	0.04%	112
2024 Q4	$83.2K	Buy	+1,600	New	+$84.4K	0.03%	124

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

FWL Investment Management's GLDM Position: Q2 2026 in Review

FWL Investment Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 11% in Q2 2026, selling an estimated $13.4K and leaving 1,181 shares worth $93.8K. The position accounts for 0.02% of the portfolio, ranked #155.

FWL Investment Management first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $123K in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

FWL Investment Management held 1,181 shares of SPDR Gold MiniShares Trust worth $93.8K as of Q2 2026.
FWL Investment Management sold 150 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $13.4K.
SPDR Gold MiniShares Trust made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #155 holding.
FWL Investment Management first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
FWL Investment Management's SPDR Gold MiniShares Trust position peaked at $123K in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.