GI
GLDM icon

Gradient Investments’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Gradient Investments’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 		$121M Sell
1,517,719
-110,542
-7% -$9.87M 1.66% 9
2026
Q1 		$151M Buy
1,628,261
+526,647
+48% +$50.8M 2.34% 3
2025
Q4 		$94M Buy
1,101,614
+108,775
+11% +$8.94M 1.49% 13
2025
Q3 		$75.9M Buy
992,839
+70,188
+8% +$4.81M 1.27% 17
2025
Q2 		$60.5M Buy
922,651
+16,348
+2% +$1.06M 1.11% 21
2025
Q1 		$56.1M Sell
906,303
-12,615
-1% -$716K 1.13% 24
2024
Q4 		$47.8M Buy
918,918
+18,335
+2% +$967K 0.97% 26
2024
Q3 		$46.9M Sell
900,583
-3,737
-0.4% -$183K 0.98% 28
2024
Q2 		$41.7M Sell
904,320
-433,231
-32% -$20.1M 0.94% 26
2024
Q1 		$58.9M Sell
1,337,551
-52,057
-4% -$2.14M 1.37% 18
2023
Q4 		$56.8M Buy
1,389,608
+891,187
+179% +$34.9M 1.37% 16
2023
Q3 		$18.3M Sell
498,421
-27,715
-5% -$1.06M 0.48% 55
2023
Q2 		$20M Sell
526,136
-1,184,486
-69% -$46.5M 0.52% 53
2023
Q1 		$66.9M Sell
1,710,622
-65,709
-4% -$2.47M 1.82% 8
2022
Q4 		$64.3M Sell
1,776,331
-6,768
-0.4% -$233K 2.03% 7
2022
Q3 		$58.8M Sell
1,783,099
-32,110
-2% -$1.1M 1.8% 9
2022
Q2 		$65.1M Buy
1,815,209
+90,727
+5% +$3.37M 1.9% 9
2022
Q1 		$66.3M Buy
1,724,482
+100,855
+6% +$3.77M 1.7% 9
2021
Q4 		$59M Buy
1,623,627
+132,168
+9% +$4.72M 1.5% 12
2021
Q3 		$52.1M Buy
1,491,459
+113,574
+8% +$4.04M 1.46% 14
2021
Q2 		$48.5M Buy
1,377,885
+90,893
+7% +$3.28M 1.42% 14
2021
Q1 		$43.8M Sell
1,286,992
-37,215
-3% -$1.33M 1.42% 13
2020
Q4 		$49.8M Sell
1,324,207
-9,377
-0.7% -$351K 2.11% 8
2020
Q3 		$50.1M Buy
1,333,584
+1,252,426
+1,543% +$47.8M 2.11% 8
2020
Q2 		$2.88M Sell
81,158
-857,471
-91% -$29.3M 0.13% 130
2020
Q1 		$29.5M Sell
938,629
-63,265
-6% -$2M 1.59% 14
2019
Q4 		$30.3M Buy
1,001,894
+895,519
+842% +$26.5M 1.35% 12
2019
Q3 		$3.13M Buy
+106,375
New +$3.13M 0.15% 109

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments's GLDM Position: Q2 2026 in Review

Gradient Investments reduced its SPDR Gold MiniShares Trust (GLDM) stake by 6.8% in Q2 2026, selling an estimated $9.87M and leaving 1,517,719 shares worth $121M. The position accounts for 1.66% of the portfolio, ranked #9.

Gradient Investments first reported a position in GLDM in Q3 2019 and has held it in 28 quarters since. The position peaked at $151M in Q1 2026. 915 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Gradient Investments held 1,517,719 shares of SPDR Gold MiniShares Trust worth $121M as of Q2 2026.
  • Gradient Investments sold 110,542 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $9.87M.
  • SPDR Gold MiniShares Trust made up 1.66% of Gradient Investments's portfolio in Q2 2026, its #9 holding.
  • Gradient Investments first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and has held it in 28 quarters since.
  • Gradient Investments's SPDR Gold MiniShares Trust position peaked at $151M in Q1 2026.
  • 915 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.