Global Wealth Management Investment Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Global Wealth Management Investment Advisory’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	$2.98M	Sell	37,516 -3,219	-8%	-$287K	0.42%	73
2026 Q1	$3.78M	Sell	40,735 -1,152	-3%	-$111K	0.59%	69
2025 Q4	$3.58M	Sell	41,887 -4,507	-10%	-$370K	0.57%	64
2025 Q3	$3.55M	Buy	46,394 +2,098	+5%	+$144K	0.59%	62
2025 Q2	$2.9M	Buy	44,296 +1,927	+5%	+$125K	0.54%	63
2025 Q1	$2.62M	Sell	42,369 -467	-1%	-$26.5K	0.52%	67
2024 Q4	$2.23M	Buy	42,836 +3,714	+9%	+$196K	0.46%	67
2024 Q3	$2.04M	Buy	39,122 +4,922	+14%	+$242K	0.44%	67
2024 Q2	$1.58M	Buy	34,200 +1,678	+5%	+$77.8K	0.37%	74
2024 Q1	$1.43M	Buy	32,522 +1,340	+4%	+$55.1K	0.35%	76
2023 Q4	$1.28M	Buy	31,182 +1,196	+4%	+$46.9K	0.33%	82
2023 Q3	$1.1M	Buy	29,986 +2,280	+8%	+$87.2K	0.31%	85
2023 Q2	$1.06M	Buy	27,706 +825	+3%	+$32.4K	0.29%	85
2023 Q1	$1.05M	Buy	26,881 +1,230	+5%	+$46.2K	0.32%	81
2022 Q4	$928K	Buy	25,651 +6,444	+34%	+$221K	0.3%	79
2022 Q3	$633K	Buy	19,207 +2,085	+12%	+$71.5K	0.23%	95
2022 Q2	$614K	Buy	17,122 +2,045	+14%	+$76.1K	0.21%	94
2022 Q1	$580K	Buy	15,077 +2,072	+16%	+$77.4K	0.17%	102
2021 Q4	$473K	Buy	13,005 +2,361	+22%	+$84.3K	0.14%	103
2021 Q3	$372K	Buy	10,644 +2,434	+30%	+$86.6K	0.12%	105
2021 Q2	$289K	Sell	8,210 -5,269	-39%	-$190K	0.1%	113
2021 Q1	$458K	Buy	13,479 +2,932	+28%	+$105K	0.17%	96
2020 Q4	$400K	Buy	10,547 +1,176	+13%	+$44K	0.16%	97
2020 Q3	$352K	Buy	9,371 +3,500	+60%	+$133K	0.15%	93
2020 Q2	$209K	Buy	5,871 +800	+16%	+$27.4K	0.09%	110
2020 Q1	$159K	Buy	5,071 +3,002	+145%	+$94.7K	0.08%	110
2019 Q4	$63K	Buy	+2,069	New	+$61.2K	0.03%	165

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

Global Wealth Management Investment Advisory's GLDM Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its SPDR Gold MiniShares Trust (GLDM) stake by 7.9% in Q2 2026, selling an estimated $287K and leaving 37,516 shares worth $2.98M. The position accounts for 0.42% of the portfolio, ranked #73.

Global Wealth Management Investment Advisory first reported a position in GLDM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.78M in Q1 2026. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Global Wealth Management Investment Advisory held 37,516 shares of SPDR Gold MiniShares Trust worth $2.98M as of Q2 2026.
Global Wealth Management Investment Advisory sold 3,219 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $287K.
SPDR Gold MiniShares Trust made up 0.42% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #73 holding.
Global Wealth Management Investment Advisory first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 27 quarters since.
Global Wealth Management Investment Advisory's SPDR Gold MiniShares Trust position peaked at $3.78M in Q1 2026.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.