Gen-Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Gen-Wealth Partners’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	$316K	Buy	3,980 +711	+22%	+$63.5K	0.09%	192
2026 Q1	$303K	Sell	3,269 -6,435	-66%	-$621K	0.1%	204
2025 Q4	$828K	Buy	9,704 +2,076	+27%	+$171K	0.27%	76
2025 Q3	$583K	Buy	7,628 +3,173	+71%	+$217K	0.2%	116
2025 Q2	$292K	Sell	4,455 -1,405	-24%	-$91.4K	0.11%	173
2025 Q1	$363K	Buy	5,860 +2,922	+99%	+$166K	0.15%	155
2024 Q4	$153K	Buy	+2,938	New	+$155K	0.07%	236

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

Gen-Wealth Partners's GLDM Position: Q2 2026 in Review

Gen-Wealth Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 22% in Q2 2026, buying an estimated $63.5K and bringing the position to 3,980 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #192.

Gen-Wealth Partners first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $828K in Q4 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Gen-Wealth Partners held 3,980 shares of SPDR Gold MiniShares Trust worth $316K as of Q2 2026.
Gen-Wealth Partners bought 711 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $63.5K.
SPDR Gold MiniShares Trust made up 0.09% of Gen-Wealth Partners's portfolio in Q2 2026, its #192 holding.
Gen-Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Gen-Wealth Partners's SPDR Gold MiniShares Trust position peaked at $828K in Q4 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.