GeoWealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

GeoWealth 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	$622K	Buy	+7,833	New	+$699K	0.02%	445
2026 Q1	–	Sell	-54,347	Closed	-$4.64M	–	871
2025 Q4	$4.64M	Buy	+54,347	New	+$4.47M	0.17%	81
2025 Q3	–	Sell	-325	Closed	-$21.3K	–	950
2025 Q2	$21.3K	Sell	325 -54,750	-99%	-$3.56M	﹤0.01%	1054
2025 Q1	$3.41M	Sell	55,075 -5,585	-9%	-$317K	0.14%	97
2024 Q4	$3.15M	Sell	60,660 -68,592	-53%	-$3.62M	0.1%	132
2024 Q3	$6.74M	Buy	129,252 +78,860	+156%	+$3.87M	0.24%	75
2024 Q2	$2.32M	Sell	50,392 -4,301	-8%	-$199K	0.1%	143
2024 Q1	$2.41M	Buy	54,693 +122	+0.2%	+$5.01K	0.09%	153
2023 Q4	$2.23M	Sell	54,571 -1,134	-2%	-$44.5K	0.18%	112
2023 Q3	$2.04M	Buy	55,705 +353	+0.6%	+$13.5K	0.23%	96
2023 Q2	$2.11M	Buy	55,352 +4,524	+9%	+$178K	0.23%	83
2023 Q1	$1.99M	Buy	+50,828	New	+$1.91M	0.23%	69

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

GeoWealth Management's GLDM Position: Q2 2026 in Review

GeoWealth Management opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 7,833 shares worth $622K. The stake represents 0.02% of the portfolio and ranks #445 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in GLDM as recently as Q4 2025.

GeoWealth Management first reported a position in GLDM in Q1 2023 and has held it in 12 quarters since. The position peaked at $6.74M in Q3 2024. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

GeoWealth Management held 7,833 shares of SPDR Gold MiniShares Trust worth $622K as of Q2 2026.
SPDR Gold MiniShares Trust was a new GeoWealth Management position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #445 holding.
GeoWealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 12 quarters since.
GeoWealth Management's SPDR Gold MiniShares Trust position peaked at $6.74M in Q3 2024.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.