Henderson Brothers Financial Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Henderson Brothers Financial Partners’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	$4.1M	Sell	51,599 -74,841	-59%	-$6.68M	1.94%	14
2026 Q1	$11.7M	Buy	+126,440	New	+$12.2M	2.97%	9
2025 Q1	$6.16M	Buy	+72,209	New	+$4.1M	3.09%	8

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

Henderson Brothers Financial Partners's GLDM Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 59% in Q2 2026, selling an estimated $6.68M and leaving 51,599 shares worth $4.1M. The position accounts for 1.94% of the portfolio, ranked #14.

Henderson Brothers Financial Partners first reported a position in GLDM in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.7M in Q1 2026. 909 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Henderson Brothers Financial Partners held 51,599 shares of SPDR Gold MiniShares Trust worth $4.1M as of Q2 2026.
Henderson Brothers Financial Partners sold 74,841 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $6.68M.
SPDR Gold MiniShares Trust made up 1.94% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #14 holding.
Henderson Brothers Financial Partners first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 3 quarters since.
Henderson Brothers Financial Partners's SPDR Gold MiniShares Trust position peaked at $11.7M in Q1 2026.
909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.