Genesis Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Genesis Wealth Advisors’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	$2.12M	Sell	26,718 -6,449	-19%	-$576K	1.27%	17
2026 Q1	$3.07M	Buy	33,167 +826	+3%	+$79.7K	2.05%	15
2025 Q4	$2.76M	Buy	32,341 +622	+2%	+$51.1K	1.89%	15
2025 Q3	$2.42M	Buy	31,719 +524	+2%	+$35.9K	1.71%	15
2025 Q2	$2.04M	Sell	31,195 -4,360	-12%	-$284K	1.53%	16
2025 Q1	$2.2M	Sell	35,555 -37,467	-51%	-$2.13M	1.78%	16
2024 Q4	$3.8M	Buy	+73,022	New	+$3.85M	3.31%	8

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

Genesis Wealth Advisors's GLDM Position: Q2 2026 in Review

Genesis Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 19% in Q2 2026, selling an estimated $576K and leaving 26,718 shares worth $2.12M. The position accounts for 1.27% of the portfolio, ranked #17.

Genesis Wealth Advisors first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.8M in Q4 2024. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Genesis Wealth Advisors held 26,718 shares of SPDR Gold MiniShares Trust worth $2.12M as of Q2 2026.
Genesis Wealth Advisors sold 6,449 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $576K.
SPDR Gold MiniShares Trust made up 1.27% of Genesis Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Genesis Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Genesis Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $3.8M in Q4 2024.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.