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Greenleaf Trust’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Greenleaf Trust’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 		$334K Hold
4,204
– – ﹤0.01% 652
2026
Q1 		$390K Hold
4,204
– – ﹤0.01% 560
2025
Q4 		$359K Sell
4,204
-42
-1% -$3.45K ﹤0.01% 581
2025
Q3 		$325K Buy
4,246
+42
+1% +$2.88K ﹤0.01% 613
2025
Q2 		$275K Buy
+4,204
New +$274K ﹤0.01% 659

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Greenleaf Trust's GLDM Position: Q2 2026 in Review

Greenleaf Trust held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 4,204 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Greenleaf Trust first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $390K in Q1 2026. 216 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Greenleaf Trust held 4,204 shares of SPDR Gold MiniShares Trust worth $334K as of Q2 2026.
  • Greenleaf Trust left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #652 holding.
  • Greenleaf Trust first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
  • Greenleaf Trust's SPDR Gold MiniShares Trust position peaked at $390K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.