Groesbeck Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Groesbeck Investment Management’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	$31K	Buy	+396	New	+$35.4K	0.05%	84

Other funds holding GLDM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

LTS Liquid Investments Nassau $187M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Groesbeck Investment Management's GLDM Position: Q2 2026 in Review

Groesbeck Investment Management opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 396 shares worth $31K. The stake represents 0.05% of the portfolio and ranks #84 among its holdings.

216 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Groesbeck Investment Management held 396 shares of SPDR Gold MiniShares Trust worth $31K as of Q2 2026.
SPDR Gold MiniShares Trust was a new Groesbeck Investment Management position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.05% of Groesbeck Investment Management's portfolio in Q2 2026, its #84 holding.
216 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.