Gerber Kawasaki Wealth & Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Gerber Kawasaki Wealth & 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	$393K	Sell	4,944 -1,007	-17%	-$89.9K	0.01%	263
2026 Q1	$552K	Buy	5,951 +1,527	+35%	+$147K	0.02%	211
2025 Q4	$378K	Buy	4,424 +1,565	+55%	+$129K	0.01%	254
2025 Q3	$219K	Buy	+2,859	New	+$196K	0.01%	306

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's GLDM Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 17% in Q2 2026, selling an estimated $89.9K and leaving 4,944 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #263.

Gerber Kawasaki Wealth & Investment Management first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $552K in Q1 2026. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 4,944 shares of SPDR Gold MiniShares Trust worth $393K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 1,007 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $89.9K.
SPDR Gold MiniShares Trust made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #263 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
Gerber Kawasaki Wealth & Investment Management's SPDR Gold MiniShares Trust position peaked at $552K in Q1 2026.
701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.