Glassman Wealth Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Glassman Wealth Services’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	$86.1K	Buy	+1,084	New	+$96.8K	0.01%	122
2024 Q1	–	Sell	-5,820	Closed	-$238K	–	835
2023 Q4	$238K	Buy	5,820 +5,800	+29,000%	+$227K	0.03%	165
2023 Q3	$733	Buy	+20	New	+$765	﹤0.01%	1648
2023 Q2	–	Sell	-388	Closed	-$15.2K	–	1956
2023 Q1	$15.2K	Sell	388 -1,119	-74%	-$42K	﹤0.01%	698
2022 Q4	$54.5K	Sell	1,507 -894	-37%	-$30.7K	0.01%	400
2022 Q3	$79K	Buy	2,401 +61	+3%	+$2.09K	0.02%	288
2022 Q2	$84K	Buy	+2,340	New	+$87K	0.02%	282
2021 Q4	–	Sell	-848	Closed	-$30K	–	1738
2021 Q3	$30K	Buy	848 +838	+8,380%	+$29.8K	0.01%	474
2021 Q2	$0	Hold	10	–	–	﹤0.01%	1533
2021 Q1	$0	Buy	+10	New	+$357	﹤0.01%	1489

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

Glassman Wealth Services's GLDM Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 1,084 shares worth $86.1K. The stake represents 0.01% of the portfolio and ranks #122 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in GLDM as recently as Q4 2023.

Glassman Wealth Services first reported a position in GLDM in Q1 2021 and has held it in 10 quarters since. The position peaked at $238K in Q4 2023. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Glassman Wealth Services held 1,084 shares of SPDR Gold MiniShares Trust worth $86.1K as of Q2 2026.
SPDR Gold MiniShares Trust was a new Glassman Wealth Services position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #122 holding.
Glassman Wealth Services first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 10 quarters since.
Glassman Wealth Services's SPDR Gold MiniShares Trust position peaked at $238K in Q4 2023.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.