Independent Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Independent Financial Group’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	$2.2M	Buy	27,725 +842	+3%	+$75.2K	0.04%	422
2026 Q1	$2.49M	Sell	26,883 -5,281	-16%	-$509K	0.06%	347
2025 Q4	$2.75M	Buy	32,164 +944	+3%	+$77.6K	0.06%	308
2025 Q3	$2.39M	Buy	31,220 +6,587	+27%	+$451K	0.06%	334
2025 Q2	$1.61M	Buy	24,633 +10,825	+78%	+$704K	0.04%	397
2025 Q1	$855K	Buy	13,808 +6,109	+79%	+$347K	0.03%	525
2024 Q4	$400K	Buy	+7,699	New	+$406K	0.01%	784

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

Independent Financial Group's GLDM Position: Q2 2026 in Review

Independent Financial Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 3.1% in Q2 2026, buying an estimated $75.2K and bringing the position to 27,725 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #422.

Independent Financial Group first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.75M in Q4 2025. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Independent Financial Group held 27,725 shares of SPDR Gold MiniShares Trust worth $2.2M as of Q2 2026.
Independent Financial Group bought 842 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $75.2K.
SPDR Gold MiniShares Trust made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #422 holding.
Independent Financial Group first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Independent Financial Group's SPDR Gold MiniShares Trust position peaked at $2.75M in Q4 2025.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.