GWN Securities’s SPDR Gold MiniShares Trust GLDM Stock Holding History

GWN Securities’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	$426K	Buy	5,366 +580	+12%	+$51.8K	0.07%	327
2026 Q1	$444K	Sell	4,786 -250	-5%	-$24.1K	0.08%	264
2025 Q4	$430K	Buy	5,036 +588	+13%	+$48.3K	0.09%	248
2025 Q3	$341K	Sell	4,448 -2,984	-40%	-$204K	0.08%	265
2025 Q2	$487K	Buy	7,432 +1,490	+25%	+$97K	0.09%	213
2025 Q1	$368K	Sell	5,942 -53,168	-90%	-$3.02M	0.02%	538
2024 Q4	$3.24M	Buy	+59,110	New	+$3.12M	0.87%	19

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

GWN Securities's GLDM Position: Q2 2026 in Review

GWN Securities increased its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q2 2026, buying an estimated $51.8K and bringing the position to 5,366 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #327.

GWN Securities first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.24M in Q4 2024. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

GWN Securities held 5,366 shares of SPDR Gold MiniShares Trust worth $426K as of Q2 2026.
GWN Securities bought 580 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $51.8K.
SPDR Gold MiniShares Trust made up 0.07% of GWN Securities's portfolio in Q2 2026, its #327 holding.
GWN Securities first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
GWN Securities's SPDR Gold MiniShares Trust position peaked at $3.24M in Q4 2024.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.