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Inspirion Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Inspirion Wealth 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 		$9.52M Buy
119,119
+754
+0.6% +$67.3K 1.09% 20
2026
Q1 		$11M Buy
118,365
+5,256
+5% +$507K 1.37% 20
2025
Q4 		$9.66M Buy
113,109
+14,734
+15% +$1.21M 1.18% 20
2025
Q3 		$5.13M Sell
98,375
-5,182
-5% -$355K 0.72% 20
2025
Q2 		$6.79M Buy
103,557
+956
+0.9% +$62.2K 0.9% 21
2025
Q1 		$6.35M Buy
102,601
+909
+0.9% +$51.6K 0.88% 19
2024
Q4 		$5.34M Buy
101,692
+3,317
+3% +$175K 0.75% 20
2024
Q3 		$5.13M Buy
98,375
+2,583
+3% +$127K 0.72% 20
2024
Q2 		$4.42M Buy
95,792
+44
+0% +$2.04K 0.68% 21
2024
Q1 		$4.22M Buy
95,748
+732
+0.8% +$30.1K 0.7% 22
2023
Q4 		$3.88M Buy
95,016
+1,877
+2% +$73.6K 0.7% 22
2023
Q3 		$3.41M Sell
93,139
-757
-0.8% -$28.9K 0.67% 28
2023
Q2 		$3.58M Buy
93,896
+2,359
+3% +$92.6K 0.69% 26
2023
Q1 		$3.58M Buy
91,537
+4,345
+5% +$163K 0.72% 25
2022
Q4 		$3.16M Sell
87,192
-4,386
-5% -$151K 0.67% 28
2022
Q3 		$3.02M Sell
91,578
-2,572
-3% -$88.2K 0.68% 27
2022
Q2 		$3.38M Buy
+94,150
New +$3.5M 0.74% 26
2022
Q1 		– Sell
-94,750
Closed -$3.44M – 107
2021
Q4 		$3.44M Buy
94,750
+4,755
+5% +$170K 0.73% 22
2021
Q3 		$3.14M Buy
89,995
+2,362
+3% +$84.1K 0.72% 24
2021
Q2 		$3.09M Buy
87,633
+19,574
+29% +$707K 0.76% 22
2021
Q1 		$2.31M Buy
68,059
+17,606
+35% +$629K 0.61% 22
2020
Q4 		$1.91M Buy
50,453
+32,000
+173% +$1.2M 0.54% 24
2020
Q3 		$694K Buy
18,453
+5,872
+47% +$224K 0.24% 36
2020
Q2 		$447K Buy
+12,581
New +$430K 0.18% 47

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

Inspirion Wealth Advisors's GLDM Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.64% in Q2 2026, buying an estimated $67.3K and bringing the position to 119,119 shares worth $9.52M. The position accounts for 1.09% of the portfolio, ranked #20.

Inspirion Wealth Advisors first reported a position in GLDM in Q2 2020 and has held it in 24 quarters since. The position peaked at $11M in Q1 2026. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Inspirion Wealth Advisors held 119,119 shares of SPDR Gold MiniShares Trust worth $9.52M as of Q2 2026.
  • Inspirion Wealth Advisors bought 754 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $67.3K.
  • SPDR Gold MiniShares Trust made up 1.09% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Inspirion Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 24 quarters since.
  • Inspirion Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $11M in Q1 2026.
  • 919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.