J.M. Forbes & Co’s SPDR Gold MiniShares Trust GLDM Stock Holding History

J.M. Forbes & Co’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	$2.32M	Hold	29,211	–	–	0.18%	66
2026 Q1	$2.71M	Hold	29,211	–	–	0.23%	64
2025 Q4	$2.49M	Buy	29,211 +500	+2%	+$41.1K	0.2%	64
2025 Q3	$2.19M	Hold	28,711	–	–	0.18%	69
2025 Q2	$1.88M	Hold	28,711	–	–	0.17%	70
2025 Q1	$1.78M	Hold	28,711	–	–	0.17%	69
2024 Q4	$1.49M	Hold	28,711	–	–	0.14%	72
2024 Q3	$1.5M	Hold	28,711	–	–	0.15%	69
2024 Q2	$1.32M	Hold	28,711	–	–	0.14%	71
2024 Q1	$1.26M	Hold	28,711	–	–	0.14%	72
2023 Q4	$1.17M	Hold	28,711	–	–	0.14%	73
2023 Q3	$1.05M	Hold	28,711	–	–	0.14%	72
2023 Q2	$1.09M	Buy	+28,711	New	+$1.13M	0.14%	70

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

J.M. Forbes & Co's GLDM Position: Q2 2026 in Review

J.M. Forbes & Co held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 29,211 shares worth $2.32M. The position accounts for 0.18% of the portfolio, ranked #66.

J.M. Forbes & Co first reported a position in GLDM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.71M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

J.M. Forbes & Co held 29,211 shares of SPDR Gold MiniShares Trust worth $2.32M as of Q2 2026.
J.M. Forbes & Co left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.18% of J.M. Forbes & Co's portfolio in Q2 2026, its #66 holding.
J.M. Forbes & Co first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 13 quarters since.
J.M. Forbes & Co's SPDR Gold MiniShares Trust position peaked at $2.71M in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.