Horst & Graben Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Horst & Graben Wealth 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	$3.77M	Buy	47,121 +7,364	+19%	+$658K	0.5%	36
2026 Q1	$3.68M	Sell	39,757 -76,129	-66%	-$7.34M	0.51%	38
2025 Q4	$9.89M	Buy	115,886 +1,241	+1%	+$102K	1.49%	22
2025 Q3	$8.76M	Buy	114,645 +40,187	+54%	+$2.75M	1.34%	22
2025 Q2	$4.88M	Sell	74,458 -23,589	-24%	-$1.54M	0.81%	28
2025 Q1	$6.07M	Buy	98,047 +46,342	+90%	+$2.63M	1.09%	21
2024 Q4	$2.69M	Buy	+51,705	New	+$2.73M	0.48%	34

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

Horst & Graben Wealth Management's GLDM Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 19% in Q2 2026, buying an estimated $658K and bringing the position to 47,121 shares worth $3.77M. The position accounts for 0.5% of the portfolio, ranked #36.

Horst & Graben Wealth Management first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.89M in Q4 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Horst & Graben Wealth Management held 47,121 shares of SPDR Gold MiniShares Trust worth $3.77M as of Q2 2026.
Horst & Graben Wealth Management bought 7,364 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $658K.
SPDR Gold MiniShares Trust made up 0.5% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #36 holding.
Horst & Graben Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Horst & Graben Wealth Management's SPDR Gold MiniShares Trust position peaked at $9.89M in Q4 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.