Glass Jacobson Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Glass Jacobson Investment 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	$56.5K	Sell	712 -353	-33%	-$31.5K	0.02%	314
2026 Q1	$98.7K	Hold	1,065	–	–	0.03%	248
2025 Q4	$90.9K	Hold	1,065	–	–	0.03%	245
2025 Q3	$81.4K	Sell	1,065 -146	-12%	-$10K	0.03%	254
2025 Q2	$79.3K	Sell	1,211 -218	-15%	-$14.2K	0.03%	246
2025 Q1	$74.3K	Hold	1,429	–	–	0.02%	329
2024 Q4	$74.3K	Hold	1,429	–	–	0.02%	329
2024 Q3	$74.5K	Buy	+1,429	New	+$70.2K	0.02%	311

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

Glass Jacobson Investment Advisors's GLDM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 33% in Q2 2026, selling an estimated $31.5K and leaving 712 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #314.

Glass Jacobson Investment Advisors first reported a position in GLDM in Q3 2024 and has held it in 8 quarters since. The position peaked at $98.7K in Q1 2026. 694 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Glass Jacobson Investment Advisors held 712 shares of SPDR Gold MiniShares Trust worth $56.5K as of Q2 2026.
Glass Jacobson Investment Advisors sold 353 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $31.5K.
SPDR Gold MiniShares Trust made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #314 holding.
Glass Jacobson Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 8 quarters since.
Glass Jacobson Investment Advisors's SPDR Gold MiniShares Trust position peaked at $98.7K in Q1 2026.
694 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.