IAG Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

IAG Wealth 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	$46.2K	Hold	582	–	–	﹤0.01%	224
2026 Q1	$53.9K	Sell	582 -411	-41%	-$39.6K	0.01%	207
2025 Q4	$84.8K	Buy	993 +411	+71%	+$33.8K	0.01%	170
2025 Q3	$44.5K	Sell	582 -35	-6%	-$2.4K	0.01%	222
2025 Q2	$40.4K	Hold	617	–	–	0.01%	215
2025 Q1	$38.2K	Buy	617 +192	+45%	+$10.9K	0.01%	219
2024 Q4	$22.1K	Buy	+425	New	+$22.4K	﹤0.01%	272

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

IAG Wealth Partners's GLDM Position: Q2 2026 in Review

IAG Wealth Partners held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 582 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

IAG Wealth Partners first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.8K in Q4 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

IAG Wealth Partners held 582 shares of SPDR Gold MiniShares Trust worth $46.2K as of Q2 2026.
IAG Wealth Partners left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #224 holding.
IAG Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
IAG Wealth Partners's SPDR Gold MiniShares Trust position peaked at $84.8K in Q4 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.