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Hudson Oak Wealth Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Hudson Oak Wealth Advisory’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 		$2.64M Sell
33,285
-538
-2% -$48K 2.04% 17
2026
Q1 		$3.14M Buy
33,823
+160
+0.5% +$15.4K 2.72% 13
2025
Q4 		$2.87M Buy
+33,663
New +$2.77M 2.54% 15

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hudson Oak Wealth Advisory's GLDM Position: Q2 2026 in Review

Hudson Oak Wealth Advisory reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.6% in Q2 2026, selling an estimated $48K and leaving 33,285 shares worth $2.64M. The position accounts for 2.04% of the portfolio, ranked #17.

Hudson Oak Wealth Advisory first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.14M in Q1 2026. 909 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Hudson Oak Wealth Advisory held 33,285 shares of SPDR Gold MiniShares Trust worth $2.64M as of Q2 2026.
  • Hudson Oak Wealth Advisory sold 538 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $48K.
  • SPDR Gold MiniShares Trust made up 2.04% of Hudson Oak Wealth Advisory's portfolio in Q2 2026, its #17 holding.
  • Hudson Oak Wealth Advisory first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • Hudson Oak Wealth Advisory's SPDR Gold MiniShares Trust position peaked at $3.14M in Q1 2026.
  • 909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Hudson Oak Wealth Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.