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IFP Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

IFP Advisors’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 		$2.16M Buy
27,158
+1,255
+5% +$112K 0.04% 465
2026
Q1 		$2.4M Sell
25,903
-11,914
-32% -$1.15M 0.05% 393
2025
Q4 		$3.23M Buy
37,817
+3,662
+11% +$301K 0.07% 298
2025
Q3 		$2.61M Buy
34,155
+3,425
+11% +$235K 0.07% 317
2025
Q2 		$2.01M Buy
30,730
+5,988
+24% +$390K 0.06% 355
2025
Q1 		$1.53M Buy
24,742
+21,250
+609% +$1.21M 0.05% 428
2024
Q4 		$182K Buy
3,492
+98
+3% +$5.17K 0.01% 1161
2024
Q3 		$177K Sell
3,394
-44,381
-93% -$2.18M 0.01% 1146
2024
Q2 		$2.2M Sell
47,775
-1,663
-3% -$77.1K 0.09% 241
2024
Q1 		$2.18M Sell
49,438
-22,603
-31% -$929K 0.1% 234
2023
Q4 		$2.95M Sell
72,041
-5,450
-7% -$214K 0.14% 155
2023
Q3 		$2.84M Sell
77,491
-18,220
-19% -$696K 0.13% 162
2023
Q2 		$3.65M Buy
95,711
+75,534
+374% +$2.97M 0.15% 134
2023
Q1 		$766K Buy
20,177
+5,447
+37% +$205K 0.03% 458
2022
Q4 		$561K Buy
14,730
+4,184
+40% +$144K 0.02% 847
2022
Q3 		$435K Sell
10,546
-4,401
-29% -$151K 0.01% 993
2022
Q2 		$585K Hold
14,947
– – 0.02% 775
2022
Q1 		$585K Buy
14,947
+5,590
+60% +$209K 0.02% 775
2021
Q4 		$342K Buy
9,357
+6,601
+240% +$236K 0.01% 728
2021
Q3 		$95K Buy
2,756
+26
+1% +$925 ﹤0.01% 1321
2021
Q2 		$97K Sell
2,730
-87
-3% -$3.14K ﹤0.01% 1260
2021
Q1 		$94K Sell
2,817
-39,269
-93% -$1.4M ﹤0.01% 1196
2020
Q4 		$1.59M Buy
42,086
+6,553
+18% +$245K 0.06% 246
2020
Q3 		$1.34M Sell
35,533
-20,129
-36% -$767K 0.08% 235
2020
Q2 		$1.96M Buy
55,662
+16,422
+42% +$562K 0.16% 142
2020
Q1 		$1.28M Buy
39,240
+19,304
+97% +$609K 0.13% 173
2019
Q4 		$602K Buy
19,936
+3,900
+24% +$115K 0.05% 388
2019
Q3 		$481K Buy
+16,036
New +$472K 0.03% 504
2019
Q1 		– Sell
-88
Closed -$2K – 2757
2018
Q4 		$2K Buy
+88
New +$2.16K ﹤0.01% 3156

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

IFP Advisors's GLDM Position: Q2 2026 in Review

IFP Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 4.8% in Q2 2026, buying an estimated $112K and bringing the position to 27,158 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #465.

IFP Advisors first reported a position in GLDM in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.65M in Q2 2023. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • IFP Advisors held 27,158 shares of SPDR Gold MiniShares Trust worth $2.16M as of Q2 2026.
  • IFP Advisors bought 1,255 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $112K.
  • SPDR Gold MiniShares Trust made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #465 holding.
  • IFP Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 29 quarters since.
  • IFP Advisors's SPDR Gold MiniShares Trust position peaked at $3.65M in Q2 2023.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.