Gradient Capital Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Gradient Capital 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	$2.03M	Sell	25,547 -336	-1%	-$30K	0.47%	51
2026 Q1	$2.4M	Sell	25,883 -1,935	-7%	-$187K	0.62%	41
2025 Q4	$2.37M	Sell	27,818 -2,402	-8%	-$197K	0.61%	42
2025 Q3	$2.31M	Buy	30,220 +217	+0.7%	+$14.9K	0.62%	42
2025 Q2	$1.97M	Sell	30,003 -1,768	-6%	-$115K	0.58%	43
2025 Q1	$1.97M	Buy	31,771 +69	+0.2%	+$3.92K	0.64%	38
2024 Q4	$1.65M	Sell	31,702 -1,257	-4%	-$66.3K	0.53%	44
2024 Q3	$1.72M	Sell	32,959 -9	-0%	-$442	0.57%	43
2024 Q2	$1.52M	Sell	32,968 -265	-0.8%	-$12.3K	0.54%	45
2024 Q1	$1.46M	Buy	33,233 +900	+3%	+$37K	0.54%	45
2023 Q4	$1.32M	Buy	32,333 +1,455	+5%	+$57K	0.5%	45
2023 Q3	$1.13M	Sell	30,878 -1,116	-3%	-$42.7K	0.47%	46
2023 Q2	$1.22M	Buy	31,994 +740	+2%	+$29K	0.49%	44
2023 Q1	$1.22M	Sell	31,254 -762	-2%	-$28.6K	0.52%	44
2022 Q4	$1.16M	Buy	32,016 +276	+0.9%	+$9.48K	0.53%	46
2022 Q3	$1.05M	Buy	31,740 +1,909	+6%	+$65.4K	0.5%	47
2022 Q2	$1.07M	Buy	29,831 +3,629	+14%	+$135K	0.51%	51
2022 Q1	$1.01M	Buy	26,202 +806	+3%	+$30.1K	0.43%	53
2021 Q4	$923K	Buy	25,396 +631	+3%	+$22.5K	0.38%	59
2021 Q3	$865K	Buy	24,765 +3,922	+19%	+$140K	0.4%	54
2021 Q2	$734K	Buy	20,843 +1,837	+10%	+$66.3K	0.34%	61
2021 Q1	$646K	Buy	19,006 +3,302	+21%	+$118K	0.34%	64
2020 Q4	$595K	Buy	15,704 +753	+5%	+$28.1K	0.34%	61
2020 Q3	$562K	Buy	14,951 +2,691	+22%	+$103K	0.35%	61
2020 Q2	$435K	Buy	12,260 +2,419	+25%	+$82.7K	0.29%	66
2020 Q1	$309K	Buy	9,841 +3,011	+44%	+$95K	0.25%	76
2019 Q4	$207K	Buy	+6,830	New	+$202K	0.14%	91

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

Gradient Capital Advisors's GLDM Position: Q2 2026 in Review

Gradient Capital Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.3% in Q2 2026, selling an estimated $30K and leaving 25,547 shares worth $2.03M. The position accounts for 0.47% of the portfolio, ranked #51.

Gradient Capital Advisors first reported a position in GLDM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.4M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Gradient Capital Advisors held 25,547 shares of SPDR Gold MiniShares Trust worth $2.03M as of Q2 2026.
Gradient Capital Advisors sold 336 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $30K.
SPDR Gold MiniShares Trust made up 0.47% of Gradient Capital Advisors's portfolio in Q2 2026, its #51 holding.
Gradient Capital Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 27 quarters since.
Gradient Capital Advisors's SPDR Gold MiniShares Trust position peaked at $2.4M in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.