Holistic Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Holistic Planning’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	$2.43M	Buy	30,613 +5,878	+24%	+$525K	0.38%	57
2026 Q1	$2.29M	Sell	24,735 -179	-0.7%	-$17.3K	0.46%	46
2025 Q4	$2.13M	Buy	24,914 +4,093	+20%	+$336K	0.45%	46
2025 Q3	$1.59M	Sell	20,821 -742	-3%	-$50.9K	0.42%	50
2025 Q2	$1.41M	Sell	21,563 -788	-4%	-$51.3K	0.4%	47
2025 Q1	$1.38M	Sell	22,351 -687	-3%	-$39K	0.47%	40
2024 Q4	$1.2M	Buy	23,038 +17,821	+342%	+$940K	0.43%	44
2024 Q3	$272K	Buy	+5,217	New	+$256K	0.12%	126

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

Holistic Planning's GLDM Position: Q2 2026 in Review

Holistic Planning increased its SPDR Gold MiniShares Trust (GLDM) stake by 24% in Q2 2026, buying an estimated $525K and bringing the position to 30,613 shares worth $2.43M. The position accounts for 0.38% of the portfolio, ranked #57.

Holistic Planning first reported a position in GLDM in Q3 2024 and has held it in 8 quarters since. 915 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Holistic Planning held 30,613 shares of SPDR Gold MiniShares Trust worth $2.43M as of Q2 2026.
Holistic Planning bought 5,878 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $525K.
SPDR Gold MiniShares Trust made up 0.38% of Holistic Planning's portfolio in Q2 2026, its #57 holding.
Holistic Planning first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 8 quarters since.
915 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.